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


To: etchmeister who wrote (5587)1/9/2007 11:50:05 PM
From: Kirk ©  Read Replies (1) | Respond to of 5867
 
From the Cisco board

To: Elroy who wrote (72026) 1/6/2007 6:16:49 PM
From: Eric of 72083

OT

Elroy,

A heads up for you from Barrons.

2006 Outperformers at Risk for 2007
Merrill Lynch

WE HIGHLIGHT 17 STOCKS THAT HAVE EXHIBITED significant outperformance in 2006 but that may be at risk of underperforming in early 2007.


There are two major reasons for a potential pullback in these issues: first, the reversal of "window dressing." That is, investment managers may hold stocks with the biggest gains until year end to indicate that the fund participated in the biggest winners of the year.

Second, investment managers may wait until January to exit best-performing stocks to avoid short-term capital gains.

We screened the S&P 1500 for stocks that had performed their respective sectors significantly for the year. These stocks all handily outperformed the S&P 1500, which returned 13.2% for the same period. We then polled Merrill Lynch Fundamental Research to identify stocks among this initial screen for which fundamentals do not appear to offset a potential seasonal selloff. Seventeen companies met the criteria for the Run Is Done (RID) list.

The RID list includes: DirecTV Group; General Motors; Gymboree; Kohl's; Safeway; Boston Properties; Applied Biosystems Group; Agco; Allied Waste Industries; Deere & Co.; Lockheed Martin; Paccar; Terex; Lam Research; Mentor Graphics; Synopsys; and ValueClick.

online.barrons.com

Looks like short interest is climbing...