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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (2937)	6/16/1999 9:23:00 PM
From: Jong Hyun Yoo	Read Replies (1) \| Respond to of 5867

From recent talk with some engineers from LAM as well as AMAT, I was able to find our that TEL is having some problems in the oxide etch area with respect to emerging 265Mbit DRAM. Most of Korean and Taiwan companies are going with 0.18 and 0.13 micron technology for 256 Mbit DRAM. Source tells me that etch rate of TEL for these fine line width process is too low, thereby greatly lowering the system throughput. I believe that door to obtaining a greater market share in oxide etch for emerging memory and logic application is wide open for LAM. LAM is targeting EXELAN dielectric system for these new emerging application and can win back the market share it had lost to TEL. In addition, as I understand, 9100PTX offers a highest oxide etch rate exceeding 10,000 um per min. 9100PTX does have some issues to be resolved but LAM is currently improving the system for more demanding process.