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

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

LRCX 143.23

-2.9%

3:59 PM EST

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To: Proud_Infidel who wrote (3963)	2/15/2000 9:55:00 PM
From: Jong Hyun Yoo	Read Replies (1) of 5867

Looks like LRCX has scored some significant order in the oxide etch at the expense of AMAT and TEL with Motorola. Currently, chip companies in the North America region are starting to expand their production capacity. Considering LRCX had a large portion of revenue coming this region last Q, more robust business condition in North America bodes extremely well for LRCX. Many chip companies are increasingly looking for low cost solution. Trend in the etch business is shifting away from HDP low pressure process to medium pressure process, which is what Exelan offers. LRCX seems to be the company with the right machine at the right time. Additional share gain in the oxide etch will substantially increase EPS growth potential.

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