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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 (3408)	10/13/1999 12:15:00 AM
From: Jong Hyun Yoo	Read Replies (2) \| Respond to of 5867

Brian, I think Bagley's guidance for this Q EPS during last conference call was 50 cents per share, not 60 cents. I see some modest upside: I am expecting about 53 to 55 cents. But If they hit 60 cents, LAM is then having another blowout Q. (WOW, that would be super!!).. The key for LAM in the future business is its ability to penetrate and grow market share in the critical oxide etch and CMP segment of the business. LAM has a solid market share position in the poly and metal (together conductor) etch segment. But as copper deposition business grows, growth in dual damescene oxide etch and CMP market segment will outpace that of conductor etch market. LAM really needs to realign marketing strategy so that they can really go after these market segments. In a long term, I would love to see LAM get into deposition business (acquisition). I remember distinctly Bagley's comment on how LAM needs metal deposition business to grow to a multi-billion dollar company when LAM announced him as a new CEO. I hope that he still hold that vision to grow LAM as a multi-billion top tier semi-equip. company.

To: Proud_Infidel who wrote (3408)	10/13/1999 10:34:00 AM
From: Duker	Read Replies (2) \| Respond to of 5867

BK, et. al., Brett is a good guy ... upright and honest. Probably worth a listen. --Duker Banc of America Securities Analyst to Interview On RadioWallStreet Internet Broadcast PHILADELPHIA--(BUSINESS WIRE)--Oct. 13, 1999--Novellus Systems, Inc. (NASDAQ: NVLS), Applied Materials, Inc. (NASDAQ: AMAT), and Lam Research Corporation (NASDAQ: LRCX) will be discussed by Banc of America Securities Analyst, Brett Hodess, on RadioWallStreet Wednesday, October 13, 1999 at 1:00 PM EDT, Investor Broadcast Network announced. Conducting the interview will be Michael Giampetroni, Financial Commentator with RadioWallStreet. To access this RadioWallStreet broadcast, investors should go to: vcall.com or go to the Investor Broadcast Network's Vcall website at vcall.com. RadioWallStreet is an Investor Broadcast Network service that broadcasts senior executive interviews, analyst roundtable discussions, seminars and other events of interest to the investment community. RadioWallStreet events are open to the investing public and may be heard over the Internet. Questions for this RadioWallStreet event may be submitted in advance by e-mailing greg@vcall.com. Please reference date and time in the Subject of the e-mail. -------------------------------------------------------------------------------- Contact: Investor Broadcast Network, Philadelphia Greg Kettler, Executive Producer, 717/396-1116 x304