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

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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)	5/15/1998 2:22:00 AM
From: RockyC	Read Replies (1) of 5867

Clark, 1. Lead times are longer for polishers than cleaners...a fact not a guess 2. Currently, >80% of the market buys polishers & cleaners that are NOT integrated. Another fact. The reasons are many, too many to go into detail. 3. Amat is probably eating into SFAM's, IPEC's, Strasbaugh, to name a few. As I said in my post a few days ago. 4. The CMP & CMP Cleaner market may not be growing at the same rate because the rate of sales that are dry-in-dry out polishers (vs. dry-in/wet-out which requires a separate cleaner {remember >80% of the systems sold are NOT dry-in/dry-out})is slowly increasing so the number reported to define CMP cleaner sales is slightly distorted (or may show slower growth). Amat didn't say the "CMP market" grew Q-to-Q, their sales of CMP systems grew. A different issue all together. How's that? Did I answer them this time?

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