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

To: Duker who wrote (3257)	8/18/1999 2:52:00 PM
From: Jong Hyun Yoo	Read Replies (1) \| Respond to of 5867

One thing that I noticed about AMAT conference call was a lack of AMAT's claim about the market share gain in the etch market. In the introductory segment of the conference call by Morgan and Bronson, they all speak of market share gain in the last down turn and how they company is best positioned to benefit in the future from these gains in the areas of CMP, RTP, Copper deposition, and HDP CVD. Yet they do not mention "etch". One analyst specifically asks AMAT's market share gain in the etch market. But could not give enthusiastic answer. I maybe am making overconclusion but AMAt's lack of response in the conference call for the etch segment of the business might be related to LAM's aggressive penetration in all the etch segment: oxide, poly, and Metal.