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%

3:59 PM EST

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To: Jong Hyun Yoo who wrote (2622)	3/10/1999 5:15:00 AM
From: Duker	Read Replies (1) of 5867

JHY, Thanks for your insights on the oxide etch side. On the Teres front, I talked to them a week ago and they are pretty quite on the subject ... but in sorta of a smug way. I know that sounds a bit strange, but I get the feeling that they are actually starting to think (after years of development ... to back when OnTrak was a private company) that this thing might be more than a "neat technical achievement." I have not talked to anyone who is actually playing with the tool, however. On the Hyundai side, I can not imagine that it is easy for them given the just bizarre nature of this merger/acquisition/shotgun marriage. I, for one, hope that the recovery is not as abrupt. It would be nice to see a steady, sustained recovery. Which is not to say that '95-'96 would be bad ... I just do not want '97 again ... too tough to call anything resembling the top when it comes in such a short period of time. Thanks again. --Duker

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