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

To: Ian@SI who wrote (1770)1/29/1998 2:00:00 PM
From: Brad Rogers  Respond to of 5867
 
I am a value investor; just bought share of lrcx at 22 9/16. .75 price to sales; 11 times 99 fiscal estimate.

cheap; big upside. near term, we should settle in the 25/27 area and base for some time.

I have a year-end target of 40.



To: Ian@SI who wrote (1770)2/3/1998 12:15:00 PM
From: Proud_Infidel  Read Replies (1) | Respond to of 5867
 
Lam up ~7.5% as of midday on 1.7M shares traded so far. Yet the SOX index is up only ~3%. I did not expect Lam to outperform the SOX for sometime now since their guidance was very cautious and their backlog will make them more susceptible to the asian downturn in the ST. Any news on the wires? I cannot find any. Someone is buying!


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