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

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

LRCX 159.33

-1.8%

Nov 7 9:30 AM EST

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To: niek who wrote (5611)	3/5/2007 3:59:21 PM
From: etchmeister	of 5867

"The market share story for us is a very positive one for us in etch this year as we transition from 90 nanometers to 65 nanometers," Lam Chief Financial Officer Martin Anstice told a Morgan Stanley investment conference. Actually they made this statement 3 or 4 times in the past but for whatever reason the propaganda did not pick it up. Don't ask me why certain news does not make - sometimes they quote incompletely to support certain bias. LRCX figures $150 billion for wafer processing over the next 4 years; they figure $20 billion over the next 4 years for replacing 200mm capacity (DRAM&NAND). I must trust LRCX with regards to this statement because they probably have the best knowledge about the installed base / customer base. The faster than expected erosion in memory ASP for sure will not help the extendibility of 200mm equipment.

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