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

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

LRCX 213.74

+1.9%

Feb 5 3:59 PM EST

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To: Andrew Vance who wrote (1792)	2/13/1998 9:31:00 PM
From: Clarksterh	Read Replies (1) of 5867

Andrew - Everyone seems to think that Lam is cutting R&D, but I can find no reference to this in the press release nor in your conference call notes. I would be surprised if they cut R&D since Bagley said very explicitly in the last Q CC that if they dropped thermal CVD, they would just spend the R&D on something else. Also all of the areas mentioned as being cut in your notes and the press release are manufacturing and plant related. Do you remember more specificly what they said in the latest CC? Clark

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