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

To: Teri Skogerboe who wrote (1900)	5/2/1998 3:04:00 AM
From: RockyC	Read Replies (4) \| Respond to of 5867

Everyone here needs to get a clue. Merrill and Goldman don't know shit about semi equipment stocks. They have the WORST analysts. The analyst at H&Q may be pessimistic but he isn't wrong. He is as good as the others in this sector. Maybe the others (Montgomery, Robertson, et.all.) are afraid to say it like it really is. Before people start investing in the semi equip sector, you should probably try to understand the cycles a little more. This is a typical cycle, just like the last 10 or so over the entire history of the industry. What you need to do is decide your pain level, entry point of the stocks, then sit on your hands and wait out the storm. This will pass, in 18 months these stocks are going to be 3/4 times their current prices. People should be in the accumalate mode, not sell mode.