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

To: Kirk © who wrote (4921)11/24/2003 9:29:20 PM
From: Cary Salsberg  Respond to of 5867
 
RE: "...where you been hiding?"

Hi Kirk,

Thank you for asking. All is well with me and my investment ideas continue to look very positive and to meet expectations I have set forth starting in 2001.

I have been reading the threads and listening to conference calls.

I am very depressed about the political state of the US and the directions it is going both domestically and in foreign policy. I am also depressed about the political situation in the world. I find that I don't have any interest in posting to threads anymore.

I will post when I sell any of my investments.

Cary



To: Kirk © who wrote (4921)12/2/2003 7:47:23 PM
From: Proud_Infidel  Read Replies (1) | Respond to of 5867
 
3:26PM LRCX raises order guidance 33.02 +0.82: Berean Capital comments that Lam Research (LRCX) has raised its order guidance for the DecQ to 20-25% (firm notes that it had estimated 20%). Berean expects KLAC to do the same, and thinks component suppliers such as AEIS, MKSI and MYK should do well.


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