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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (4915)	10/30/2003 12:53:55 AM
From: rhering	Read Replies (1) \| Respond to of 5867

Newberry must be putting on an addition to his house, either that or the NVLS,LRCX merger just fell through :) . /Roger

To: Proud_Infidel who wrote (4915)	10/30/2003 10:27:15 AM
From: Kirk ©	Respond to of 5867

I've made a ton of money on LRCX so I am happy to see the managers there fairly compensated... but to find they net $2.3M from 0.1M shares that leaves them with options for "only" 2.24M more... How long has Newberry been there? If it was 5 yrs, then the options might have been about to expire from 5 yrs ago as the price would be about right. As for selling 5% of shares, I have already done this myself as you are a nut to have such huge gains and not pull a few chips off the table. I keep thinking we might put in a shareholder request to change the ticker from LRCX to ATM! Ka Ching!

To: Proud_Infidel who wrote (4915)	11/7/2003 8:29:42 AM
From: Kirk ©	Read Replies (1) \| Respond to of 5867

Futures move up on job report hopes Oct. payrolls report to have 'decisive impact' By Emily Church, CBS.MarketWatch.com Last Update: 8:03 AM ET Nov. 7, 2003 -snip- In tech news out of Taipei, Taiwan Semiconductor Manufacturing Co (TSM: news, chart, profile) disclosed overnight that it purchased 12 sets of equipment worth a total of 1.12 billion in Taiwan dollars from Lam Research Corp. (LRCX: news, chart, profile) between Aug. 27 and Nov 7, AFX reported. marketwatch.com That sure explains the run to $30.80 in my largest newsletter holding! stockcharts.com