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

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

LRCX 152.85

+2.7%

10:19 AM EST

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To: Proud_Infidel who wrote (3346)	9/21/1999 9:40:00 AM
From: Duker	Read Replies (3) of 5867

Quakes aside for a moment (damaged machines + insurance = investor apathy ? ... unless it is a tremendous field service drain ... or massive disruption that causes a delay in capacity add's ...): I find it interesting to see that we have hit our first high-profile 'Underinvestment in a Kinda Fabless Wannabee Case (MOT and the AAPL issues)' ... it could be that it is Just a Yield Thing ... or, that during the penny-pinching in Schaumburg, MOT cut some muscle in Austin in terms of leading edge capacity. Either way, I would think that the capital budget should at least get a second look. So, (rhetorical) do you think that MOT will invest a few extra dollars in Dresden and absorb some unused Athlon capacity? --Duker

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