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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 (4132)	6/7/2000 10:29:00 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 5867

Over 40 Pct. of Companies Plan to Increase PC Investment in FY2000: Survey June 7, 2000 (TOKYO) -- Nikkei Market Access found that 40.7 percent of Japan's major companies expect their PC-related investments in fiscal 2000 to exceed those made in fiscal 1999. Nikkei Market Access conducted a survey on the use of PCs in corporations in April 2000. In fiscal 2000, supported by the economic recovery, PC-related investments are expected to grow remarkably, the membership information service said. On the other hand, 22.0 percent of the surveyed companies said they anticipated a decrease. In the last survey in April 1999, the Y2K problem affected the survey results: the companies anticipating a decreased PC-related investment from a year-ago level was 32.6 percent, outnumbering those with the opposite forecast at 30.7 percent. The number of PCs to be introduced per company is 139.9 units in fiscal 2000, showing a 20 percent increase from 115.7 units in the last survey. By PC type, the introduction of notebook PCs will increase compared to desktop PCs. Although the popularity of low-priced desktop models helped push up the pie for overall desktop PCs to the total in 1999, the breakdown of PCs planned for introduction to the surveyed companies says that notebook PCs account for 51.5 percent of the total purchases planned. The comparable figure for notebook PCs planned for 1998 accounted for 59.8 percent, but it dropped to 42.6 percent in 1999. Notebook PCs are becoming the primary choice of companies for future introduction as needs for space-saving features are strong, and a recent trend of lower prices for notebook PCs is occurring in the market. Survey Method Surveyed companies: People in charge of PC purchase of a total of 3,369 listed companies and OTC companies Survey Period: April 2000 Survey method: Questionnaires sent by mail. Collection: 921 respondents (27.3 percent response rate) from 667 listed companies and 254 OTC companies. (*)Only listed companies were covered until the last survey; OTC companies are included from this survey. (Shinya Sakaki, Nikkei Market Access)

To: Proud_Infidel who wrote (4132)	6/13/2000 8:04:00 PM
From: Jong Hyun Yoo	Read Replies (4) \| Respond to of 5867

To all: Over past several years, I have immensely enjoyed our discussions about LAM's future business prospect. On this thread, I have tried to convey my firm belief to many of you that LRCX now is tremendously leveraged company in terms of its operational efficiency. In this extremely favorable market environment, LRCX will achieve very robust top line growth for next several quarters. Add improvements in operational efficiency and product gross margin on top of the top line growth.. And I believe that LRCX's EPS growth will even outperform that of AMAT. Last month, I have completed my school work and I have decided to join one of the leading semi-equipment makers as a process engineer in new product development group. Now as an insider in this industry, I am reluctant to post my message in this thread. So today will be the last date of my post even though I will visit the site from time to time to see how you guys are doing. Take care and good luck with your investment..