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

To: Proud_Infidel who wrote (2843)	5/9/1999 7:13:00 PM
From: Clarksterh	Read Replies (1) \| Respond to of 5867

Brian - Just another well informed fund manager - They have lost market share to both Applied Materials and Novellus over the last several years Yup. Definitely true. They went from 0% market share in CVD to 0% market share in CVD. Novellus is just eating Lam's revenue base. Clark PS It is true that Lam lost money developing an ultimately worthless CVD, but that is hardly a major negative going forward, and to call it 'losing market share' is very misleading.

To: Proud_Infidel who wrote (2843)	5/9/1999 10:02:00 PM
From: Duker	Read Replies (2) \| Respond to of 5867

I was away and read the hard copy version ... I will not waste my time responding to his idiocy ( I haven't read your link, but I assume that it is in reference to the Barron's piece). At first, I thought that Barron's had transposed the Picks and Pans in the graphic. Clearly, this is the Technology Warren Buffett ... chose a company to go long where you have to justify the target price with a .1% Cap Rate ... and pan a company like LRCX where you don't know what the CY00 estimate is ... and then set a short target price that equates to about 10x's consensus ... It was good to hear that NVLS took market share from LRCX last year??? --Duker