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

To: Michael Payne who wrote (1814)	2/13/1998 9:08:00 PM
From: Proud_Infidel	Respond to of 5867

ReWhat if AMAT were to make a stock offer for LRCX. Mike, Because AMAT would control ~70% of the etch market through an acquisition of Lam, I highly doubt any such deal could ever come to fruition. I often call MSFT the Phillip Morris of the tech sector because of the litigation hanging over their heads. AMAT and INTC are in similar positions in their sectors(though to a much lesser degree) and I doubt that they would even try to cut such a deal. Competitors would cry foul at even the hint of a buyout and their cries definitely would have substance. Regards, Brian

To: Michael Payne who wrote (1814)	2/13/1998 10:15:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 5867

Michael, The center of AMAT's annual report has 2 fold out pages describing AMAT's businesses, their current $ volumes, the CAGR to 2002 and estimated revenue in 2002. There are 3 boxes with no numbers: Photolithography; Reticle Writing and Production; Metrology and Particle Inspection Being a suspicious person, I have to ask why a company would list 3 lines of business that, currently, don't generate a $ worth of business. Ian. P.S. Art Zafiropoulou stated that he could be bought if the price were right. That would fill 2 of AMAT's "holes" and give Art the key to the front door of every leading chipmaker in the world, a key which Art seems to have difficulty finding. I don't know the Metrology companies well enough to guess who might make a good takeover candidate. But LRCX seems too redundant with capabilities that AMAT already has. I suspect they'd go after the wholes portrayed in their annual report first.