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Technology Stocks
Lam Research (LRCX, NASDAQ): To the Insiders
An SI Board Since March 1996
Posts SubjectMarks Bans Symbol
5867 96 0 LRCX
Emcee:  Stock Watcher Type:  Unmoderated
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5142<i>I think we are at a unique, "golden age" for semiconductor teProud_Infidel-11/25/2004
5141RE: "Your strategy makes sense if you want to buy shares and forget about tCary Salsberg-11/24/2004
5140Cary, you might want to look at a chart of your stocks vs the ones you don'tKirk ©-11/24/2004
5139RE: "... VSEA would be off your list too?" My list: AMAT, ASML, KLAC,Cary Salsberg-11/24/2004
5138Re: <i>When you hold a 1/3 share against larger companies that hold largerProud_Infidel-11/24/2004
5137RE: "...but I'd not fall out of bed in surprise if I suddenly got a 40%Cary Salsberg-11/24/2004
5136I don't agree. The least risky growth is investing in areas where you are aKirk ©-11/24/2004
5135RE: "...this business is looking to be more cyclical play rather than cycliCary Salsberg-11/24/2004
5134I am still in it and LRCX has been and will be one of my favorite player in thisJong Hyun Yoo-11/23/2004
5133RE: "You've been pretty negative on LRCX in favor of NVLS and AMAT.&quoCary Salsberg-11/23/2004
5132Sorry, I didn't follow the blood thread and should have included you. RE: &Kirk ©-11/23/2004
5131RE: "I am curious why you are so dour on it as of late?" I think the Cary Salsberg-11/23/2004
5130Cary, Re: <i>I recommended LRCX in the "Blood" thread in 1996. Proud_Infidel-11/23/2004
5129RE: "You and I are probably the "ONLY amateur analysts" who have Cary Salsberg-11/23/2004
5128I sent a polite note to S&P suggesting they subscribe to my newsletter for iKirk ©-11/23/2004
5127What is scary to me is the fact that S&P WAS one of the places I looked to fProud_Infidel-11/23/2004
5126"S&P Equity Research noted that Lam is an "industry leader in etchKirk ©-11/23/2004
5125Cary, Yes, I do not know where they got that. But unless that was some type ofProud_Infidel-11/22/2004
5124RE: "Lam is an "industry leader in etch and chemical mechanical planarCary Salsberg-11/22/2004
5123Lam Research's Strong Quality Earnings 11.22.04, 4:34 PM ET Standard &Proud_Infidel-11/22/2004
5122Bagley to step aside as CEO at Lam Research By Mark LaPedus Silicon Strategies Proud_Infidel-11/3/2004
5121"The research firm rates the company at "overweight" with a $30 pKirk ©-10/25/2004
5120Picks In The Semiconductor Equipment Sector 10.25.04, 1:13 PM ET J.P. Morgan Proud_Infidel-10/25/2004
5119I think in the past chipmakers would add capacity (overcapacity) in anticipationetchmeister-10/16/2004
5118"I don't understand the relationship between a "projected downturnKirk ©-10/15/2004
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