Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Ian@SI who wrote (2575)	2/24/1999 11:15:00 PM
From: SOROS	Read Replies (1) \| Respond to of 5867

This should propel us higher. I remain, SOROS

To: Ian@SI who wrote (2575)	2/25/1999 5:40:00 AM
From: Duker	Respond to of 5867

Wow, It looks like they ran the table at Samsung ... metal, oxide, poly and a CMP clean product for good measure! WHERE IS THE TERES ORDER!!! THEY ARE SLIPPING!!! I don't want to overplay the significance of this ... This is the best news since I found out that my wife was pregnant with our first. <g-ish> ... but not really! --Duker

To: Ian@SI who wrote (2575)	2/26/1999 4:05:00 PM
From: Duker	Read Replies (1) \| Respond to of 5867

Who would have thought. In a week where things are fundamentally getting better (much better), we suffer this type of market malaise. Well, you know what: what can they do to us that hasn't been done to us before? Drive the stock back below $9. Been there. Done that. Test my resolve? I laugh at the suggestion. This is the fundamental problem when stock ownership changes hands from the value guys to the momentum morons. The latter group is so vapid and foolish that they do not know how ridiculous they are. I guess when you do not know what it is you are buying, you are doomed to make stupid decisions. When the only hurdles that have to overcome to qualify for purchase are the: "Did they beat the estimates?" and "Does the stock feel good here?", you can't expect these guys to recognize a turnaround. I will personally deliver each of my 160k shares to these half-wits in the form of a Giant Lam Enema when the stock price has sufficiently discounted the near-term (next 3 years) earnings power of this company ... and that price level doesn't begin with a six, a seven or an eight. We are once again witness to a market that is disconnected from reality. Just had to vent. --Duker