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

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

LRCX 148.32

-3.3%

Nov 14 9:30 AM EST

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To: Kirk © who wrote (1728)	1/20/1998 8:54:00 PM
From: Jong Hyun Yoo	Read Replies (1) of 5867

I like Lam shares because of the fact that it has the lowest PSR of all equipment stocks. Lam has alot of installed bases all over the world and its revenue has been solid and growing... The problem that Lam is currently facing is the issue of the gross margin on the new Alliance based TCP products. Since the transition to the new product is occurring at the rate faster than anticipated by the company, Lam has failed to achieve a reasonable gross margin like its competitors such as Applied Materials.... If Lam's earning was falling becuase of decrease in revenue and market share loss to the competitors, Lam is in trouble.. However, Lam's earning short fall comes from gross margin problem attributed the manufacturing efficiency. With Bagley as a new CEO, I think gross margin problem can be resolved by late 1998... When this happens, Lam stock performace should exceed that of other equipment manufacturers.

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