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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 (5311)	5/3/2005 1:01:31 PM
From: All Mtn Ski	Respond to of 5867

Absolutely, earnings are the driver for share prices. The graph shows an earnings pick up around 2002 and then the market follow-thru, typically it is the market that leads earnings and you notice on the same graph the market has turned down slightly, does that mean earnings will now follow? For me, investing is about balancing that risk vs reward, and when I see an overbalance of risk, the probability of reward goes down and then why take more risk? That is where my thinking is now: capital preservation and being able to strategically use that capital when the time is right and the risk vs reward balance is in my favor. Sure, I could miss a run, but the fact that the same methodology keep me out for 2000-2002 and worked well, I am very inclined to "stick to my guns" and stay on the sidelines. A-M-S