Lam Research (LRCX, NASDAQ): To the Insiders Message Board

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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders

LRCX 158.18

+2.2%

3:59 PM EST

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To: Leland Charon who wrote (3148)	7/29/1999 11:12:00 PM
From: Proud_Infidel	of 5867

Leland, The main competitors in etch(which are public) are TEL(Tokyo Electron), and AMAT. In CMP they also compete against AMAT, SFAM and a number of non-public companies, Ebara being the most salient among them. There are many more in each category but by and large, these are the main ones. IMHO, it's not advisable to go near SFAM. I hold a very small position and will unload it should it rise in tandem with LRCX. BTW, I am not an engineer so my knowledge in this field is very limited when compared to other erudite voices here on SI who actually work in the industry. BK

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