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

To: Rob-Chemist who wrote (1886)	4/17/1998 3:20:00 PM
From: Clarksterh	Read Replies (2) \| Respond to of 5867

Rob - one can often do a shrink without any new equipment. Although this is hardly my area of expertise, I do realize that much. However, my point is that at some point those etchers, CVD, furnaces, ... you bought for 0.5 microns just aren't going to work any more. At a guess I would expect that to happen when the line widths drop to a little less than 1/2 of what the machines were originally bought for. (Do you have more detailed info - for instance, what tends to go obsolete first, second, ... . And at what shrink points?) Clark