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

To: Lord who wrote (1848)2/24/1998 2:52:00 PM
From: Doug Skrypek  Read Replies (3) | Respond to of 5867
 
Lam vs IPEC in CMP.

-IPEC is highly leveraged to INTC and MOT, its largest customers.
-IPEC is a "pure-play" on CMP. With Lam you have etch, etc.
-Lam very exposed to Korea, more than any other large equip vendor.
-No benefit from Ontrak, except Bagley.
-Lam is losing market share in U.S. to AMAT.
-Lam is exiting thermal CVD and FPD markets.
-Lam has very shallow backlog compared to others in group.

For CMP I think IPEC is the way to play it, its a better company than
SFAM too, IMO.



To: Lord who wrote (1848)2/25/1998 4:27:00 AM
From: Jong Hyun Yoo  Read Replies (1) | Respond to of 5867
 
It seems like the key to successful acceptance of equipment
tools by the customer is the vendor's ability to provide
a process integration solution. From this perspective, even
though Lam's CMP tools has not been proven yet, Lam has
an advantage over IPEC. Lam can easily incorporate CMP step
along with the various etch solution on the common alliance
cluster tool. In this sense, big companies such as Lam and
AMAT has an advantage over companies like IPEC.


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