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

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

LRCX 239.85

+0.6%

Jan 28 3:59 PM EST

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To: Duker who wrote (2611)	3/10/1999 2:27:00 AM
From: Jong Hyun Yoo	Read Replies (2) of 5867

I think Hyundai has purchased some oxide etch systems recently for contact and spacer applications. I don't know if they will announce it publicly as they have for Samsung orders. My feeling is that Hyundai would be more aggressive with the order once they settle merger issue with LG. Also they are more cautious with the expansion plan as they are carefully monitoring DRAM pricing situation. I believe that upturn is definitely here with us in semiequipment sector. HOwever, I don't think we are seeing the fast ramp-up by most chipmakers as in the days of 95-96. It is more gradual ramp-up since most chipmakers don't want to overproduce and create supply imbalance which started last semi-industry downturn. The trend of Lam stock price will be up but it will have some ups and downs. IN the meanwhile, try to establish more position when it dips for a long term gain. PS: Do you know how sales of Lam CMP polisher is doing?

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