Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jong Hyun Yoo who wrote (1854)	2/25/1998 11:37:00 AM
From: Lord	Read Replies (1) \| Respond to of 5867

Jong Hyun Yoo - Yes you are absolutely correct. The ability to develop and integrate a process for your tool is critical. The entire solution black box fit for lights out fab automation. And I agree that the market is not there yet but as the partnerships develop the user vendor relationship becomes a protective relationship. The customer must remain loyal so as not to financially deprive one of their key vendors. Do you see this anomaly in logic changing? This is where I see it going. If you look at the big picture you want to limit these loyalties as much as possible. Thus allowing the package deal. The package process along with all of the tools / automation and completely fit for your purpose. Similar to a general contractor in the fab construction. Wow now I am rambling....Basically I agree with you