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

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

LRCX 148.83

+3.9%

Nov 19 3:59 PM EST

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To: Proud_Infidel who wrote (3408)	10/13/1999 12:15:00 AM
From: Jong Hyun Yoo	Read Replies (2) of 5867

Brian, I think Bagley's guidance for this Q EPS during last conference call was 50 cents per share, not 60 cents. I see some modest upside: I am expecting about 53 to 55 cents. But If they hit 60 cents, LAM is then having another blowout Q. (WOW, that would be super!!).. The key for LAM in the future business is its ability to penetrate and grow market share in the critical oxide etch and CMP segment of the business. LAM has a solid market share position in the poly and metal (together conductor) etch segment. But as copper deposition business grows, growth in dual damescene oxide etch and CMP market segment will outpace that of conductor etch market. LAM really needs to realign marketing strategy so that they can really go after these market segments. In a long term, I would love to see LAM get into deposition business (acquisition). I remember distinctly Bagley's comment on how LAM needs metal deposition business to grow to a multi-billion dollar company when LAM announced him as a new CEO. I hope that he still hold that vision to grow LAM as a multi-billion top tier semi-equip. company.

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