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: FLSTF97 who wrote (2890)	6/4/1999 3:28:00 PM
From: Jong Hyun Yoo	Read Replies (1) of 5867

LAM has lost market share to primarily to TEL even though AMAT also snatched a good portion of it. My feeling is that previous market share loss stems from the underperformance in the hardware reliability and throughput of the overall system not from the process performance. LAM has debugged many hardware problems associated with transition to alliance platform and TCP chamber. Since then it has also boosted system throughput with the dual robot configuration. The New EXELAN system sounds great even though I have not heard the feedback from the chipmakers yet. I also like the timing of the release, just before the market upturn.

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