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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: Ian@SI who wrote (1916)5/12/1998 11:57:00 PM
From: Clarksterh  Read Replies (1) of 5867
 
Ian - AMAT's Mirra CMP tool polishes;
The On-trak CMP tool cleans.


I believe this is true to some extent, but I believe that AMAT also supplies cleaning equipment. Also, I can't see a reason why the polishing segment would grow without a simultaneous growth in cleaning.

Clark
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