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To: Proud_Infidel who wrote (3218)8/5/1999 10:38:00 PM
From: Jong Hyun Yoo  Respond to of 5867
 
Continuous Expansion by Taiwanese Fab certainly is a good news
for LAM. Remember LAM has a large market position in Asia-Pacific
region. During the downturn last year, LAM was hit especially hard
due to more exposure to Asia-Pacific region than some of its
competitors. This time, upturn in this business is led by the
business in this region. LAM will benefit significantly more from
recent strength of business in Asia Pacific region. Things will
look even better once the capital equipment investment in North America accelerates.



To: Proud_Infidel who wrote (3218)8/5/1999 10:44:00 PM
From: Jong Hyun Yoo  Read Replies (3) | Respond to of 5867
 
What do you think of the steep drop in NVLS share price
today? It has been a long long while since LRCX was trading
in the same range as NVLS. Who knows? maybe LRCX will even trade
higher.


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