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

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

LRCX 228.38

+2.7%

3:59 PM EST

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To: etchmeister who wrote (5260)	2/25/2005 2:25:37 PM
From: Kirk ©	Read Replies (1) of 5867

"Actually as far as I understand the number of implants is increasing as well -" but hardly at the same rate as oxide layers between 1998 and 2008. At best, implants might double (1.5x more probable) while oxide layers went up 2-4x. I remember designing some chips before 1998 with metal 3 and 4, but we used those layers for power, ground and shielding, not fine line interconnect. I don't recall if the process could pattern and via metal 3 or 4 that fine back then. I was using BiCMOS so the process was older pushing the envelope as you might expect from a microprocessor process Intel would use. Cool LRCX chart cbs.marketwatch.com Intersting how they have increased earnings estimates in 9 straight quarters since the bottom & $35 is not too far away

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