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%

3:59 PM EST

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To: Proud_Infidel who wrote (3730)	12/20/1999 5:14:00 PM
From: Jong Hyun Yoo	Read Replies (2) of 5867

Terrific day. LRCX at 52 week high. Congratulations to those who weathered out our last correction. Judging from the comments from Novellus management team, looks like we have a good business visibility for the first half of 2000. My feeling is that 2nd of the year 2000 will be even more robust due to activities related to the 300 mm and copper. I suspect that Novellus great outlook for the revenue and booking for the 1st half of 2000 mainly came from aggressive adoption of copper technology from Taiwanese foundaries. Remember copper alliance (LRCX and NVLS) has a very strong presence at UMC. I think that LRCX can also benefit greatly from this trend. I am long on LRCX!!

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