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

To: Jong Hyun Yoo who wrote (2539)	2/5/1999 5:18:00 AM
From: Duker	Respond to of 5867

I have heard the same things. Lam has always had a strong position with Hyundai, and a decent one with Samsung. It would be nice to see a Hynudai order ... or a Samsung order for that matter!!! ... because the LG etchers are junky, old TEL machines (not that TEL machines are necesssarily junky ... it is just because these ones are old), and a system-wide purchase from Hyundai-LG ... if they can ever get the labor situation settled ... would be a nice win (i.e., nice and big!). Over the next several months, I think we'll hear some DRAM buys -- given the apparent level of activity. That will go a long way to rebuilding LRCX's backlog ... and then we are off (n.b., fingers are firmly crossed for the second half). --Duker

To: Jong Hyun Yoo who wrote (2539)	2/25/1999 5:49:00 AM
From: Duker	Read Replies (1) \| Respond to of 5867

We don't need Reuters ... We have Jong Hyun Yoo ... and he is earlier and cheaper!!! Notice the Date on #2538 Below. Great job keeping us up JHY!!! --Duker <<<To: Duker (2538 ) From: Jong Hyun Yoo Friday, Feb 5 1999 4:42AM ET Reply # of 2578 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!! >>>