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

To: Duker who wrote (3252)	8/18/1999 12:18:00 PM
From: Jong Hyun Yoo	Read Replies (1) \| Respond to of 5867

Don't even think about selling yet. In fact, today was a nice day to add some shares. I have bought some shares probably for the final time. Even the order flattening environment is true as described by AMAT's conference call yesterday, I believe LAM can do well compared to other competitors based on its operational leverage and market share gain. Slowing order was bound to occur. AMAT revenue hit 1.4 billion, which was a record achieved in the last upturn. In order for it to increase number, overall market must grow at a similar pace. LRCX revenue number, though much improved, is still way below from 370 million which is a peak number reached in the last upturn. While company like AMAT might experience slowdown in the earning growth for next a couple of Q's, LRCX can still have fairly good earning growth based on improved manufacturing efficiency, cost control, and market share gain especially in the oxide area.