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

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

LRCX 155.15

+2.1%

Nov 26 3:59 PM EST

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To: Math Junkie who wrote (2565)	2/17/1999 4:19:00 PM
From: Duker	Read Replies (2) of 5867

<<Did you see the report on the AMAT thread where Sue Billat says that Tokyo Electron was the big loser in AMAT's market-share gain?>> Yes I did. That is probably a pretty fair call at this point. I get the impression that LRCX is lookin (and acting) pretty strong in metal etch right now (refer to the 9600PTX announcement yesterday) ... and both AMAT and LRCX look better than TEL in oxide and dielectric etch ... We shall see. Nice to actually talk about this stuff versus "how low can orders go" or "is it possible that there is enough capacity to last until 2010?" !!! --Duker

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