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Technology Stocks : 3DFX -- Ignore unavailable to you. Want to Upgrade?

To: Mike Sesan who wrote (9916)	12/25/1998 9:13:00 PM
From: Sun Tzu	Respond to of 16960

Yup, don't like'm and would have shorted them if they were not so beaten up. Lam is exactly the kind of company that you should avoid; they are a late cycle boomer (so they are not ripe yet) and have been losing market share to others (so on the way up they will not have as good of a time as others). I don't know their recent price though. If they are near their 52 week lows then may be they're good for some bottom fishing. But as a rule, I rather own companies that (a) are doing well to begin with, and (b) will be doing even better for the next 2 years or so. Valuations is less of an issue in a market like ours. Sun, Do you have an opinion on Lam Research (LRCX) Cheers, Sun Tzu P.S. I purpose the word "netfriend" for our friends on the net. We have girlfriends, boyfriends, and so on. So netfriends sound appropriate.