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

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

LRCX 232.68

-2.0%

11:45 AM EST

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To: Lord who wrote (1848)	2/24/1998 2:52:00 PM
From: Doug Skrypek	Read Replies (3) of 5867

Lam vs IPEC in CMP. -IPEC is highly leveraged to INTC and MOT, its largest customers. -IPEC is a "pure-play" on CMP. With Lam you have etch, etc. -Lam very exposed to Korea, more than any other large equip vendor. -No benefit from Ontrak, except Bagley. -Lam is losing market share in U.S. to AMAT. -Lam is exiting thermal CVD and FPD markets. -Lam has very shallow backlog compared to others in group. For CMP I think IPEC is the way to play it, its a better company than SFAM too, IMO.

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