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

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

LRCX 217.47

+4.2%

Jan 15 3:59 PM EST

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To: Kirk © who wrote (5249)	2/23/2005 10:50:28 PM
From: etchmeister	Read Replies (3) of 5867

I think LRCX could get a 50% premium from AMAT and still make AMAT's numbers look better... but that would leave only two players in the etch market beside TEL; so there could be some legal issues IMHO BTW: I used to be an ETEC holder :O) FYI a long time ago TEL used to be distributor for Lam's Autoetch and Rainbow and there were more "similarities" among TEL's oxide etcher and the Exelan. I don't think KLAC would venture out into frontend business; "on paper" NVLS/LRCX looks very good with regards complementing the product portfolio

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