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

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

LRCX 222.96

+2.5%

Jan 16 9:30 AM EST

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To: Jong Hyun Yoo who wrote (4066)	4/17/2000 9:54:00 PM
From: Ian@SI	Read Replies (1) of 5867

JHY, Even more bullish comments were made in the NVLS call. In his opening remarks (just past 10 minutes into the call), Rick advised that growth during 2Q over 1Q would be double digits. In answering a Q (just past the 51 minute mark), I think he divulged much more than he intended. He'd been asked how much capacity he could add if he had the orders. i.e. - Is NVLS running up against a capacity constraint? His closing part of the answer was the comment, "What you're asking is whether or not we can ramp up capacity by more than 43%. I'm not prepared to answer that." Sounds like we can expect absolutely dynamite growth for the sector during the next quarter as well as the one just past. The other very encouraging comment during the Q&A was the disclosure that large production capacity orders are again coming from the DRAM sector. Looking very good, Ian.

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