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

To: Jong Hyun Yoo who wrote (5392)	10/18/2005 8:21:08 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 5867

Congrats on your gains Jong. But I am of an different view; namely, that there has been such caution in the sector for years that one of these days we will see upside in spending once again. That is, if the consumer can hold out as you said.....that is the greatest risk here IMO. But when IC revenues are $300B and flash devices take over a greater and greater part of our lives, I simply do not believe that this level of spending is anywhere close to adequate. I hope to sell once people are patting themselves on the back for owning these stocks, and that time is certainly not now. Regards, Brian PS. I hope you will still give your input on the sector as your advice is valuable.

To: Jong Hyun Yoo who wrote (5392)	10/27/2005 6:07:15 PM
From: All Mtn Ski	Read Replies (1) \| Respond to of 5867

Good move. Anything north of $32 has been a great area to sell LRCX: bigcharts.marketwatch.com KLAC is getting killed in AH on its guidance, NVLS wasn't pretty last week either. Everyone keeps saying there is going to be an uptick in CAPEX and I don't see it. Haven't all year, although I've been challenged on that call here. LRCX has been a relative outperformer for the group, however, so congrats to the longs for staying with the winner in the group. But I don't think LRCX will be breaking out or even holding this area, so watch out below. Trading Lam in its current range ($26-$32) has been the call this past year. I think the next visit is back to $26, and possibly below that. I know the bulls don't want to hear it, but the risks to the market are strongly to the downside, IMHO. The semis have also been leading to the downside, not a good sign for these names.... A-M-S