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

To: Kirk © who wrote (2860)	5/11/1999 12:01:00 PM
From: Jong Hyun Yoo	Read Replies (2) \| Respond to of 5867

Kirk, Let me put it this way.... Would you rather believe Chaudri over Bagley? I think not. Bagley drew very optimistic picture on the industry outlook during the last conference call. Industry is going onto a very nice gradual recovery as many factors have suggested recently. I would not weigh too much his statement into your investment. Why is he short on LAM particularly? My feeling is that A couple of days ago, LAM was trading somewhere around 33.. In terms of percentage drop from 52 weeks high, LAM was the one with the least drop compared to others in the sector and so he decides his pick...