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

To: Duker who wrote (2538)	2/5/1999 4:42:00 AM
From: Jong Hyun Yoo	Read Replies (2) \| Respond to of 5867

I have been hearing that order activity in Korea especially from Hyundai and Samsung is picking up significantly. Lam might land large orders from these companies on Oxide etch area as well as poly etch where Lam has been traditionally strong. Also I understand Intel is requesting several burn-in demos around a couple of equipment vendors and showing a serious interest in adding production capacity. Intel has recently announced to invest hundreds of million dollars in Samsung, Micron, and Toshiba to invest in production of Rambus memory for their intel Pentium III chipset. Heydays for equipment industry might be coming sooner than we expect!!