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

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

LRCX 161.24

+2.4%

9:30 AM EST

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To: etchmeister who wrote (5832)	10/24/2010 2:10:48 PM
From: Cary Salsberg	Read Replies (1) of 5867

RE: "We have 10 net application wins to-date, total between conductor and Etch. And for a competitive reasons I am not going to detail out the specifics because at some cases our competitors don't even know yet that they have lost." I have seen this comment before. I have read the thesis by some at SI that this applies to AMAT. That may be possible, but, I think, it is unlikely. LRCX customer purchases are not limited to etch and clean tools. They purchase all the tools required by a fab. In almost all cases, their biggest, in dollar volume, and most important suppliers are AMAT and ASML. It seems to me, it would be a very poor business practice to cause a supplier to expend resources needlessly, string them along, on a competition which is already over. Particularly, when it is the biggest supplier and almost the sole supplier for some of your critical tools.

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