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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders
LRCX 220.69-3.4%Jan 22 3:59 PM EST
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To: Clarksterh who wrote (1914)5/12/1998 10:31:00 PM
From: Ian@SI  Read Replies (1) of 5867
 
Clark,

The only way that these facts could be interpreted as better than this are if:

2) The upturn in AMAT orders was only for a different segment of CMP than Lam supplies.

AMAT's Mirra CMP tool polishes;
The On-trak CMP tool cleans.

I believe that with last quarter's products, LRCX complements AMAT's tool. This may no longer be true going forward.

... or I may just misunderstand who does what. ;-)

Ian.
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