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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 (5486)5/3/2006 2:27:16 PM
From: Jong Hyun Yoo  Read Replies (3) | Respond to of 5867
 
Amazing run for LRCX.
Long ago, I had said LRCX is greatly undervalued compared to AMAT. Now the valuation is in par with AMAT. Earning performance is in my opinion best in large semi-equipement space. I was so heavily invested in LRCX a year and a half ago that I lighten up on the name to diversify into other names in other sectors. Well I could have made alot more. But LRCX has done a great job and share price has performed beyond my expectation.

JHY



To: Proud_Infidel who wrote (5486)5/3/2006 8:44:32 PM
From: etchmeister  Read Replies (4) | Respond to of 5867
 
Really wish I would have rotated $ out of AMAT and into LRCX when they were trading at parity.

Hi Brian
the same applies to my NVLS position; NVLS is equally frustrating - NVLS sucks big time.
AMAT and NVLS ended up in a dogfight - there's a saying "when two fight with each other there's a third party that will benefit from it


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