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

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

LRCX 157.58

+1.8%

12:55 PM EST

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To: Proud_Infidel who wrote (3213)	8/5/1999 4:52:00 AM
From: Jong Hyun Yoo	Read Replies (1) of 5867

I am hearing of very active quotation activity over at Samsung and Hyundai account for LAM's new EXELAN system. This initial activity can turn into very substantial orders in the current and coming quarters. Also Samsung Fabs pulled out some AMAT's old HDP dielectric etchers. I have a feeling that Samsung will replace these systems with EXELAN. I will try to find out more details. If the orders from Taiwan is as robust as the situation in Korea for LAM, we might have a very nice share gain in the oxide etch for LAM. From the conference call, I also heard that 9100 PTX is received well in JAPAN. It appears as though AMAT's IPS system is not penetrating the market as much as AMAT has anticipated. There seems to be some process performance issues with the IPS system. Now is the time for LAM to take back the market share ! Let's see how the story unfolds.

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