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

To: Duker who wrote (2781)	4/23/1999 5:04:00 PM
From: Kirk ©	Respond to of 5867

I appreciate the hamsters ... but, I think this has been a great thread in general ... great contributions from you, JHY, Richard P., and BK. Agree, it was a tough call, but your emotional swings like the last post tipped the scales! 8) sure has been a fun ride up! with more to go! remember, they are LEMMINGS!!! 8) regards Kirk out

To: Duker who wrote (2781)	4/23/1999 6:14:00 PM
From: Jong Hyun Yoo	Read Replies (1) \| Respond to of 5867

Duker, accept the hamsters.. I do believe that you deserve it. There have been a great enthusiasm here in this thread lately now that LAM is finally showing a sign of life. I am sure that in coming time, there will be more than one occasion to celebrate. In the meanwhile, let us continue to share valuable info so that we can continue to make good investment decisions. Good luck to everyone here.

To: Duker who wrote (2781)	4/23/1999 6:57:00 PM
From: Kevin J. Koons	Read Replies (1) \| Respond to of 5867

Duker: Mercedes Johnson's guidance at BT Alex Brown in October 1997 may not be so far fetched. Imagine what the visibility is going to be like fourteen months from now. This one is going to be hard to sell. Kevin

To: Duker who wrote (2781)	4/23/1999 7:21:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 5867

SIS plans to build first wafer fab By Sandy Chen Electronic Buyers' News (04/23/99, 06:19:05 PM EDT) In a surprising move to secure its future product supply, PC chipset specialist Silicon Integrated Systems Corp. (SIS) has announce plans to build its first wafer fab. SIS, one of Taiwan's largest fabless IC design houses, plans to convert its IC-test and packaging plant into a full-blown, 8-in. wafer-processing plant, according to Samuel Liu, president of the Hsinchu-based company. The Hsinchu-based fab, which will move in volume production by early-2001, will be an 0.25- to 0.18-micron plant capable of making over 15,000 wafers per month, Liu said. "We will continue to use our existing foundries,'' Liu said. ''Our relationship with our foundry partners remains the same. But when our size reaches a certain scale, we need to build a fab.'' At present, SIS uses several outside foundries, including Taiwan Semiconductor Manufacturing Co. Ltd., Hsinchu. SIS plans to raise $212 million in capital for its new fab. "Our existing shareholders are also able to buy equal stakes in the fab,'' Liu said. Orient Semiconductor Electronics Ltd. (OSE), Kaohsiung, one the island's major IC packaging and testing houses, holds about a 16% stake in SIS. It is unclear if OSE will invest in the new fab. ebnews.com