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

To: Proud_Infidel who wrote (2735)	4/15/1999 12:08:00 PM
From: Duker	Read Replies (3) \| Respond to of 5867

JHY would have a much better answer ... but, here goes mine. They still have some CVD systems DSM 9800/9900 in the field, so to speak. This would make them microscopic players, but players nonetheless. My next answer would be that rumors do not have to make any sense! --Duker

To: Proud_Infidel who wrote (2735)	4/21/1999 4:32:00 AM
From: Jong Hyun Yoo	Respond to of 5867

LAM's CVD tools produced very superior quality films with lower dielectric constant compared to what competitors offered at the time when LAM was in CVD business. That's why there were some serious interests by major chipmakers such as Intel who were interested in LAM High density plasma CVD tool. Despite this advantage, LAM's CVD business suffered because of high cost of consumables. High COC is what killed LAM CVD in my opinion. LAM still has the know-how in making tools for CVD process. They still hold various patents in CVD area. LAM does need deposition business in order to be more competitive with AMAT which has the capability for total solution. When LAM's business picks up, I expect LAM will be once again be interested in CVD segment of the business. They can gain CVD segment by merging with NOvellus or they can reinitiate the CVD business. I expect the merge is a more likely event to happen. Novellus, on the other hand, can gain LAM's CVD technology to produce low k film which is essential for the dual damescene process. Since dual damescene process is needed for copper deposition, LAM's CVD technology might be help Novellus to gain edge in copper business against AMAT.