SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (1702)1/6/1998 5:42:00 PM
From: tech investor  Respond to of 5867
 
To All,
ATML preannounced disappointing earning and 'uncertain 1998'. We are heading further south, aren't we? Do you think it has much effect on LRCX? Thanks



To: Proud_Infidel who wrote (1702)1/6/1998 8:33:00 PM
From: John Cuthbertson  Read Replies (1) | Respond to of 5867
 
Brian,
Thanks once again for posting the link to the Michael Murphy article.
I agree that the semiconductor equipment stocks have been beaten up more than is probably warranted. However, I really didn't think much of Murphy's "breezy" descriptions in the interview of how Wall Street works and why it gets it wrong on technology stocks sometimes; I don't think his description bears much resemblance to reality.

Best of luck,

==John


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News