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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 (5831)	10/22/2010 10:52:03 PM
From: etchmeister	Read Replies (2) \| Respond to of 5867

There are more etch applications such as self-aligned double patterning technology emerging - this particular technology allows to extend litho equipment to a certain degree. I believe this is a BIG NAND application. It requires deposition step(s) and etch step(s). Again AMAT wanted to provide "total solutions" (provide etch and dep). However the AMAT presentation during Semicon stated major wins in double patterning but the slide only related to deposition not to etch. And it appears Lam continues winning applications - Here a quote from three months ago ...who was he referring to? And eventually the wins will be put into production - it seems some analysts have a hard time to keep up with this Steve Newberry? I think we had four total this quarter. Most of the application wins activity in the first half of the year have been in conductor. We have 10 net application wins to-date, total between conductor and Etch. And for a competitive reasons I am not going to detail out the specifics because at some cases our competitors don't even know yet that they have lost. There is still room to improve clean margins but clean margins are a positive contributor - just tune in to CC

To: Proud_Infidel who wrote (5831)	10/22/2010 11:03:14 PM
From: etchmeister	Respond to of 5867

I have also high expectations for Variam - if I recall correctly they stated solar could be a $100 million opportunity in 2011 - the use of single wafer implanter compared to diffusion furnace is a No brainer. I posted all the back ground info with regards to VSEA solar efforts on AMAT board three or six months ago. The more complicated matters get in wafer processing the slower the market becomes to recognize the leaders - IMHO. LAM and NVLS will compete with AMAT in TSV. AMAT really had no choice but buying Semitool to stay in the race.