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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 (1729)	1/14/1998 1:58:00 PM
From: Kirk ©	Read Replies (1) \| Respond to of 5867

Thanks Brian, Good analysis. I've kept Lam rather than sell at the peak to give Bagley a chance to see what he can do. I came in by way of ONTK and figured LAM with Bagley was good and worth not selling. Still not sure I would add now to my position or increase my position in UTEK which has some new technologies that are not reflected in the stock price yet. AMAT has loads of room to grow stating they will be a $10B company soon when they convert fabs to 300mm. I'm presently happy with my weighting in AMAT. I don't Follow KLAC, TER or alot of others but was interested. Maybe I'll start and look for bargains if this group lags the S&P500 in recovering to new highs...i.e. sell S&P and get more semi caps. Trading at BV is a strong positive as you say. My guess is these stocks will be in a trading range with potential further bargains until the Asian flu settles and there is visibility of earnings into '99 and beyond. regards Kirk out suite101.com suite101.com