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

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

LRCX 231.01

+8.3%

Feb 6 9:30 AM EST

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To: Ian@SI who wrote (1820)	2/14/1998 12:19:00 PM
From: Michael Payne	Read Replies (1) of 5867

Ian, I agree with you and with Brian. There's a better case to be made for "one stop shopping" if AMAT fills the holes they have versus more concentration in existing businesses. One thing that I still haven't been able to figure out, though, is a comment Morgan made in a conference call a few quarters ago. He said that AMAT was gaining market share in etch at LRCX's expense (he still says they are gaining share in all their markets - he just doesn't mention LRCX explicitly); yet every annual market share report I see says LRCX is still #1 in etch and not losing ground (the reason I still own the stock). What gives??

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