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

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

LRCX 161.20

+2.4%

9:30 AM EST

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To: etchmeister who wrote (5841)	3/12/2011 4:32:27 PM
From: Cary Salsberg	Read Replies (1) of 5867

RE: "Multipatterning litho schemes driving etch. After prolonged tinkering with multiple patterning (double and more) litho schemes, the industry should finally start truly adopting this technology in 2H11 and 2012. To this end, look for etch to increase as a percentage of wafer fab equipment spending, Muse notes." NO! What he should have said, "look for etch to increase as a percentage of NON LITHO wafer fab equipment spending!" RE: "Spending by foundries and Intel are likely to be frontend loaded in 2011, so look for memory mix of capex to get better as the year progresses. LRCX has its best customer mix in NAND (65%), so look for better business for Lam vs. more logic/foundry-leveraged rivals KLAC and NVLS." NO! Foundries and Intel will show good linearity throughout the year. NAND will become stronger as the year progresses and DRAM is expected to return in the second half. So, LRCX business will improve considerably as the year progresses while business for KLAC and NVLS will also improve with strength from memory. Also, KLAC and NVLS are not LRCX rivals for the most part.

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