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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 (5014)	7/9/2004 9:55:38 AM
From: Cary Salsberg	Read Replies (3) \| Respond to of 5867

RE: "Two of the most compelling sector buys..." I rank them no better than 5th and 6th in the sector.<g>

To: Proud_Infidel who wrote (5014)	7/9/2004 10:12:04 AM
From: Kirk ©	Read Replies (1) \| Respond to of 5867

Brian. I have noticed that the stocks usually do IT bottoms when they have green days after downgrades. I believe we saw AMAT and the sector down graded yesterday and it went up. Today LRCX was down graded and it is up. GE posted great earnings and beat expectations for earnings. Charts and highlights: suite101.com "This is the best economy we've seen in years," said Chairman Jeff Immelt. Almost every product GE sells eventually gets put into something that has ICs in it. GE Future Guidance: * Narrowed full-yearearnings guidance to $1.55-$1.60 per share. * Continuing focus on working capital and cash management leads GE to expect 10-15% growth in CFOA for the full year. * "We are building strong momentum for 2005 and remain confident of 10-15% earnings per share growth for next year." I believe the bears still think 2005 will be crummy as rates go up and people have to sell their homes for pennies on the dollar to live in the streets because they can't afford to pay their mortgages. (forgetting even the ARMs are mostly locked in for 5 yrs...) Hmmm... IBM's charts look like crap stockcharts.com Maybe it can rally today to give a weekly hammer doji candle to mark a turn? I can sure see why so many "capital preservation folks" want to bail, but I believe the market is churning those types for whip saw effects.... Kirk

To: Proud_Infidel who wrote (5014)	7/14/2004 12:46:07 PM
From: All Mtn Ski	Respond to of 5867

Semis getting slammed again today, its a rare day when the SOXX is down 4% and the Naz is green...For the semis, it seems like the Street wants to get out of those names well before the peak on this cycle, which I had pegged as 4th Qtr 2004, maybe slightly into 1st Qtr 2005, of course being that the market discounts 6-9 months in advance, perhaps this is not too surprising... Many tech "generals" have been taken down, QLGC, IBM, SNDK, XLNX, INTC, the whole semi equip group, etc, I've heard calls that the Biotechs will lead the next advance, but a narrowing of the leadership doesn't bode well for a sustainable advance for the NASDAQ and the markets, IMHO. A-M-S