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

To: Cary Salsberg who wrote (5236)	2/17/2005 1:26:22 PM
From: Kirk ©	Read Replies (1) \| Respond to of 5867

I like KLAC quite a bit but I own Agilent which is in a similar space and more diversified. Have you looked at Agilent? I think they could make $2 a share in a year with little gain in revenue (listen to the recent conf call.) I am a bit biased because I used to work under the new CEO and would often discuss stocks with him when he was working his way up. He actually gave me a bit of a warning when I told him I was putting $5K into AMAT back in 1996 (conservative guy...) I respect him quite a bit so more eyes to look at Agilent the better.