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

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

LRCX 161.21

+2.4%

Nov 3 3:59 PM EST

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To: Proud_Infidel who wrote (5831)	10/22/2010 11:03:14 PM
From: etchmeister	of 5867

I have also high expectations for Variam - if I recall correctly they stated solar could be a $100 million opportunity in 2011 - the use of single wafer implanter compared to diffusion furnace is a No brainer. I posted all the back ground info with regards to VSEA solar efforts on AMAT board three or six months ago. The more complicated matters get in wafer processing the slower the market becomes to recognize the leaders - IMHO. LAM and NVLS will compete with AMAT in TSV. AMAT really had no choice but buying Semitool to stay in the race.

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