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

To: Jong Hyun Yoo who wrote (2701)	4/5/1999 5:13:00 AM
From: Duker	Respond to of 5867

I hope that Teres works well enough to keep them in the CMP game. --Duker

To: Jong Hyun Yoo who wrote (2701)	4/5/1999 5:15:00 AM
From: Duker	Respond to of 5867

I love "springing ahead" one hour when the evening rolls around ... but, it is pitch black out right now ... feels like January (probably the same temps we had in January -- not a bad thing) ... I'll try to get beyond this!<g> --Duker

To: Jong Hyun Yoo who wrote (2701)	4/5/1999 10:55:00 AM
From: Kirk ©	Read Replies (1) \| Respond to of 5867

Thanks for your great analysis once again! Lam is effectively sold out for June Q. Where did you learn this? IR? This means backlog is building. One thought, remember Bagley owns a significant number of shares purchased at $24? It would take a very sweet deal for him to give up the potential appreciation of these shares so my guess is his interests are well alligned with the shareholders. IF he was "bought" at the expense of the shareholders in a merger, my guess is it would be obvious and the shares would plummet.