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

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

LRCX 168.26

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3:59 PM EST

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To: Rob-Chemist who wrote (2883)	6/20/1999 1:45:00 PM
From: Mr. Sam	Read Replies (1) of 5867

<<I was actually more intrigued by AMATs purchase of Obsidian. My impression is that the Obsidian system is somewhat similar to the Teres system by Lam, in that a polishing slurry is not used....By speculative inference, this suggests that Teres is doing quite well and AMAT wants to be able to compete with it in the near future.>> One correction: The Teres does use slurry in its polishing. If the web/matrix method is successful, then the Teres could likely be modified to use it by just gluing the matrix to the Teres belts. But as configured in all of their betas, the Teres uses conventional slurry technology. Mr. Sam

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