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

To: Thomas J Pittman who wrote (1893)4/20/1998 12:24:00 PM
From: Teri Skogerboe  Read Replies (1) | Respond to of 5867
 
J,

I agree. In '96 the most important thing said at any earnings release was the companies' forward-looking statements, like their B2B. NVLS reported earnings today and a B2B below 1.0, but the market bid the stocks higher. There is no skepticism, only Pollyanna outlooks, I guess. Go figure.

Teri



To: Thomas J Pittman who wrote (1893)4/20/1998 7:01:00 PM
From: Kevin J. Koons  Read Replies (1) | Respond to of 5867
 
My guess is that large cap tech is going to get slammed...hang in there for the outrageous buys.


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