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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders
LRCX 217.89-1.3%Jan 23 9:30 AM EST

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To: Clarksterh who wrote (1921)5/13/1998 11:06:00 AM
From: Proud_Infidel  Read Replies (1) of 5867
 
Clark,

AMAT's share o the CMP market grew in only one year from 3% to 17% last year. To me, this indicates two things of significance. First, their CMP tools are gaining widespread acceptance probably due at least partly to their global support services. Secondly, if this trend was to continue, AMAT should undoubtedly have the lions share of the market this year.

BK
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