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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 (3478)10/21/1999 12:08:00 PM
From: Jong Hyun Yoo  Read Replies (1) | Respond to of 5867
 
Brian, about Intel's plan to scrap the plan to reuse
its old equipments, it is something that I have heard
from the grapevine.. So I am looking to verify this,
hopefully from this conference call if any analysts
ask raise this issue..

We have to think long term on our investment with LRCX.
Short term share price will surely be volatile but
long term, it is likely to rise as we head for more
robust upturn of the equipment cycle.



To: Proud_Infidel who wrote (3478)10/21/1999 12:19:00 PM
From: Duker  Read Replies (1) | Respond to of 5867
 
BK,

We couldn't ramp TERES fast enough to satisfy INTC's "we want it, we want it yesterday, and we want it on sale" policy ... so, I wouldn't go there right now.

My two cents on the .18M reuse: Intuitively, you have got to believe that some of INTC's efforts to reuse 75% ( I believe that is the number) of the .25M equipment isn't working. That is a good thing.

--Duker


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