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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 (3423)10/18/1999 8:23:00 PM
From: Jong Hyun Yoo  Read Replies (2) | Respond to of 5867
 
Brian, Teres selection at TSMC is great news for LAM.
The continued market penetration in the CMP
and oxide etch segment of the business really can
boost earning potential of the company.



To: Proud_Infidel who wrote (3423)10/19/1999 7:36:00 AM
From: Duker  Read Replies (1) | Respond to of 5867
 
HUGE ON TERES. HUGE. REALLY HUGE.

Strategically, TSM is the account of choice. I believe that if LRCX could have chosen anyone, they would have chosen TSM.

--Duker