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

To: Clarksterh who wrote (1875)	4/1/1998 8:27:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 5867

Based on a price/sales or book value it is marginally overpriced, Clark, Based upon its PSR, its one of the cheapest in the entire group. Regarding the eps #'s. I don't put too much belief in them at this time. Analysts revise downward when things look bleak and revise them back up when things turn around. IMHO, the latter is about to occur as analysts realize that SEA is not going to fade away, but will put precious capital to use in the semi arena, to at the very least, preserve the position their cos. have earned over the prior decades. Look for good earnings for CY99, earnings which will certainly not put the stock at 40X earnings. BK