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

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

LRCX 237.49

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3:59 PM EST

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To: Lord who wrote (1848)	2/25/1998 4:27:00 AM
From: Jong Hyun Yoo	Read Replies (1) of 5867

It seems like the key to successful acceptance of equipment tools by the customer is the vendor's ability to provide a process integration solution. From this perspective, even though Lam's CMP tools has not been proven yet, Lam has an advantage over IPEC. Lam can easily incorporate CMP step along with the various etch solution on the common alliance cluster tool. In this sense, big companies such as Lam and AMAT has an advantage over companies like IPEC.

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