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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders
LRCX 233.46-5.9%Jan 30 9:30 AM EST
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To: Duker who wrote (2656)3/18/1999 8:32:00 PM
From: Jong Hyun Yoo  Read Replies (2) of 5867
 
Order that Lam landed for Samsung Fab 9 in Keheung, Korea was
much more than what I anticipated. I have to verify this but
it seems like the total amount adds upto about 70 million $.
There will be a follow thru order from Samsung as it looks to
add more capacity in later this year for 128Mb DRAM.

In addition, situation in Taiwan looks very good. Expect additional
order activity from Nanya and TSMC. I will update you as I can
verify what I have heard.

Key area that I think Lam needs to focus is the market penetration
in the Oxide etch area. Oxide etch is the key etch segment with the
strongest growth potential of all etch segment. As industry embraces
the use of CMP and copper for the interconnect material, metal etch
will be de-emphasized and need for more sophisticated oxide etch
arises. Currently, Lam is competing with other vendors with 4520XLE
tailored for dual damescene process and contact etch. But 4520XLE
has some limitation with etch rate and ability to do high aspect ratio
etching. 9600PTX are supposed to address these shortcomings but
has been slow in penetrating the market.

I was also told that Applied landed major CMP orders from Intel
(something like over 100 systems). Clearly this is a sign of
industry more receptive to using CMP process. Intel will move
to copper technology soon. I hope that Lam Teres CMP system can
make a significant progress in the near future and will be
competing with Applied for Intel's tool of record for Copper
CMP process.
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