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

To: Andrew Vance who wrote (1792)	2/12/1998 6:20:00 PM
From: Wowzer	Read Replies (1) \| Respond to of 5867

Thanks for the conference call synopsis Rory

To: Andrew Vance who wrote (1792)	2/12/1998 8:56:00 PM
From: Clarksterh	Read Replies (1) \| Respond to of 5867

Andrew - Do you have the conference call replay number? TIA, Clark

To: Andrew Vance who wrote (1792)	2/12/1998 9:29:00 PM
From: AEON FLUX	Respond to of 5867

''A weaker order outlook over the next several quarters . . .'' said Lam Chief Executive Officer James Bagley.

To: Andrew Vance who wrote (1792)	2/13/1998 12:22:00 AM
From: K.C. Yeh	Respond to of 5867

Thanks a lot. That was a great summary. K.C.

To: Andrew Vance who wrote (1792)	2/13/1998 3:58:00 AM
From: Q.	Read Replies (1) \| Respond to of 5867

Andrew, thanks so much for posting your cc notes, which I found to be quite helpful. Could you or anybody who heard the cc clarify what was said about Taiwan and foundries? I was a little confused by your notes here: <<Softening in Foundry business is being seen. No one understands what is going on in Taiwan. 0.35u capacity is being underloaded. Heavily loaded at 0.50u and above. Prototyping work at 0.35u has not taken off in larger volumes from the customers. 0.35u products are not being put onto market as fast as predicted.>>

To: Andrew Vance who wrote (1792)	2/13/1998 9:31:00 PM
From: Clarksterh	Read Replies (1) \| Respond to of 5867

Andrew - Everyone seems to think that Lam is cutting R&D, but I can find no reference to this in the press release nor in your conference call notes. I would be surprised if they cut R&D since Bagley said very explicitly in the last Q CC that if they dropped thermal CVD, they would just spend the R&D on something else. Also all of the areas mentioned as being cut in your notes and the press release are manufacturing and plant related. Do you remember more specificly what they said in the latest CC? Clark