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

To: FJB who wrote (2797)	4/29/1999 2:16:00 PM
From: Duker	Read Replies (1) \| Respond to of 5867

I am not surprised that O'Brien is surprised, but I am surprised Newman is surprised that O'Brien is surprised. Analyst twaddle. If the guy wants to take some money off the table or change a rating for the sake of changing a rating ... he should just say ... "I am lowering my rating on TER because I don't pay any taxes and we have had a nice run-up. I have no real reason for my sudden change of opinion except that my gut tells me that I should do something." ... at least then I would respect him for acting instinctively and with some honesty. Way too much white noise floating about at this point in the Spring. Do people get excited again if AMAT beats its chest on 5/18? --Duker