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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders
LRCX 156.00+0.6%Nov 28 9:30 AM EST

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To: Proud_Infidel who wrote (3478)10/21/1999 12:19:00 PM
From: Duker  Read Replies (1) of 5867
 
BK,

We couldn't ramp TERES fast enough to satisfy INTC's "we want it, we want it yesterday, and we want it on sale" policy ... so, I wouldn't go there right now.

My two cents on the .18M reuse: Intuitively, you have got to believe that some of INTC's efforts to reuse 75% ( I believe that is the number) of the .25M equipment isn't working. That is a good thing.

--Duker
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