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

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

LRCX 224.40

+0.7%

11:18 AM EST

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To: Jong Hyun Yoo who wrote (4046)	3/24/2000 1:36:00 PM
From: Kevin J. Koons	Read Replies (1) of 5867

My notes from James A. Bagley's presentation at SEMInvest 2000 during March 21-23 in New York City: Guidance for March quarter remains; Sales $325 mil. Operating Profit $48.3 mil. EPS $1.05 Sales per employee (annualized) $425,000 New products available for each etch market. Plan to ship 100th Exelan etch chamber in June quarter. Accelerating CMP bookings and shipments. Hope to have 20% worldwide booked CMP market share by 4Q'00. Five to six CMP sites worldwide are in production. Overall bookings are strong for the first half, and Japanese bookings are very strong. While initially targeting STI and Copper with CMP, IOV (interlayer dialectric) and tungsten will be larger opportunities for LRCX. Feels there will be a DRAM shortage by 4Q cy '00.

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