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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 (5292)	4/29/2005 1:16:50 PM
From: Kirk ©	Respond to of 5867

The only one I have a good answer for is: "Why do I persist on investing in these companies?" I think we believe we can make money over the long term because of our better collective understanding of the industry and technology needs than the analysts. I think we have proven we really can't call tops and bottoms, but we can identify good times to buy and good times to take profits (or sell in your case) such that we add value over time in a significant way. The rest have to listen to Cramer to tell them what to do... FWIW, CACS is up 12% as I type... today or yesterday marked the 2 days after the news conference that they were allowed to start buying back the announced 5M shares.(So I was told there was a 2 day blackout) A VERY small amount of money is moving some of my small caps around a HUGE amount these past couple of days... often signs of a bottom.