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

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

LRCX 228.77

-3.7%

1:57 PM EST

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To: FLSTF97 who wrote (2956)	6/18/1999 5:20:00 AM
From: Duker	Read Replies (3) of 5867

FLSTF97, People have been grumpy about OnTrak pricing forever. In a more healthy pricing environment (as it seems AMAT is the only one not seeing heavy pricing pressure), people will stop complaining as loudly. I would also argue that LRCX's GM will bounce back due to a variety of factors having little to do with OnTrak pricing ... but, we'll have to see how it plays out. I agree, though. At the margin, cleaner pricing will probably be a negative with AMAT's entrance ... especially if the performance is similar. I think pricing, in general, has been nothing to write home about ... even though cleaners have been a relative bright spot ... or at least they had more margin to give! In terms of the future, I am sorry that you do not know what it will bring. It must be very difficult to make it through the day without knowing exactly what is going to happen tomorrow. I couldn't imagine that. <VBG> Have a good day ... probably won't be as good as yesterday ... but, it is better than Sept-Oct of 1998. --Duker

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