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

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

LRCX 160.55

-4.8%

Dec 12 3:59 PM EST

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To: Mort who wrote (2542)	2/5/1999 9:30:00 AM
From: Duker	Read Replies (1) of 5867

I think you clearly need a bridge between production 300mm and the current leading edge ... Even if INTC were to pull-in 300mm, they would not be really production ready until 2001 -- at the very earliest. This is still about a decade before 300mm was supposed to happen just a few months back!!!<G> It is still tremendously powerful for the SemiCaps, IMHO. 300mm is not just a step ... like .25 to .18M ... or even a stride like .1xM aluminum to Cu ... it is a quantum leap and will be a boon for the capital equipment guys in the long run ... once they can amortize the RD&E spending over production volumes ... In short, by moving 300mm to the front-burner, INTC gives us another leg in the semicap recovery beyond incremental technology or even leading-edge 200mm capacity buys. So, I guess that is where I stand ... it is all good for LRCX ... --Duker

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