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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders
LRCX 248.23+3.5%Jan 29 3:59 PM EST
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To: Duker who wrote (2896)6/8/1999 11:00:00 AM
From: Jong Hyun Yoo  Read Replies (1) of 5867
 
heard that ordering activity at LAM is picking up even more.
Seems like LAM is doing well in Asia-Pacific region especially
in Korea and Taiwan. Booking for next Q should be solid. I have
no doubt that we are indeed seeing extended recovery in the
semiconductor equipment business. Also seems like new Exelan
dielectric etch system is being accepted very well by the
customers. Lam plans to ramp up the production of EXElan significantly
next Q. Hopefully Exelan will have a high system gross margin.
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