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

To: Donald Wennerstrom who wrote (5006)	5/20/2004 4:55:52 PM
From: Proud_Infidel	Respond to of 5867

Infineon Names Lam Research Corporation Front-end Supplier of the Year Thursday May 20, 4:30 pm ET Company Outperforms Top Competitors in a Year-Long Analysis of Five Critical Areas to Capture Honor FREMONT, Calif.--(BUSINESS WIRE)--May 20, 2004--Lam Research Corporation (Nasdaq: LRCX - News) today announced selection by Infineon Technologies as 2003 Front-end Supplier of the Year. Suppliers are judged for overall performance on five criteria: purchasing, quality, logistics, technology, and business/management. "The close working relationship that has developed between Lam and Infineon has enabled us to better understand their needs and implement focused programs that exceed their expectations," said Thierry Fried, vice president of Lam's European Operations. "We are extremely honored to receive this award and look forward to continuing to support Infineon in retaining its leadership position." Statements made in this press release which are not statements of historical fact are forward-looking statements and are subject to the safe harbor provisions created by the Private Securities Litigation Reform Act of 1995. Such forward-looking statements relate, but are not limited, to the future relationship between Lam Research Corporation and Infineon and Lam's program implementation plans. Such statements are based on current expectations and are subject to uncertainties and changes in condition, significance, value and effect as well as other risks detailed in documents filed with the Securities and Exchange Commission, including specifically the reports on Form 10-K for the year ended June 29, 2003, and the Form 10-Q for the quarter ended March 28, 2004, which could cause actual results to vary from expectations. The Company undertakes no obligation to update the information or statements made in this press release. Lam Research Corporation is a major supplier of wafer fabrication equipment and services to the world's semiconductor industry. Lam's common stock trades on the Nasdaq National Market under the symbol LRCX. The Company's World Wide Web address is lamrc.com.

To: Donald Wennerstrom who wrote (5006)	5/24/2004 9:05:48 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 5867

Heard on the Beat: TEL -- not Lam -- prevails at Intel Silicon Strategies 05/23/2004, 1:00 PM ET Silicon Strategies' stealth reporter, C.V. Dee, has egg all over his face. Dee recently reported that Lam Research Corp. beat Tokyo Electron Ltd. (TEL) for the 65-nm dielectric etch business at Intel Corp. But according to our friends at Lehman Brothers Japan, TEL--not Lam--prevailed at Intel. Japan's TEL expects "to keep 90%-plus share of oxide etch at Intel," according to Lehman Brothers. TEL is the incumbent supplier of oxide etchers at Intel, while Hitachi Ltd. is reportedly the poly etch supplier of choice. "[TEL] sees no problem at 65-nm, which is in final evaluation/pilot stage," according to the firm. "Intel may buy a couple tools from Lam, but TEL expects to supply the equipment for volume production. [TEL is] already talking with Intel about 45-nm etch tools." Recently, Applied Materials Inc. won the high-current implanter business for Intel's 65-nm node. Applied was the incumbent vendor. Meanwhile, Varian Equipment Associates Inc. took the medium-current implant order at the chip giant. ASML Holding NV and Nikon Corp. own the lithography business at Intel. TEL dominates the track slots at Intel. And rumors continue to run rampant that Novellus Systems Inc. won a "portion" of Intel's PVD business.