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

To: Duker who wrote (2792)	4/28/1999 2:05:00 PM
From: Shoibal Datta	Read Replies (1) \| Respond to of 5867

-OT- Is this a new "metric" for the recovery? :-)

To: Duker who wrote (2792)	4/28/1999 2:34:00 PM
From: Jong Hyun Yoo	Respond to of 5867

Concern over the dropping memory price is causing some sell pressure on semi-equipment stocks. HOwever, LAM is showing some relative strength today compared to some other peers in this group. With rising EPS estimate, LAM is undervalued at current price barring any further deterioration in DRAM price and Asia economy meltdown. As back-to-school nears us, demand for memory should pick up. Remember during the conference call. Bagley mentioned that more than 40% of orders are from chipmakers that specialize in telecommunication and logic market. This segment of the market is seeing very robust growth today.. I still think that $70 is possible at the end of this year or early next year as we go into full recovery from very cautious capacity add at this point.

To: Duker who wrote (2792)	4/28/1999 2:48:00 PM
From: Proud_Infidel	Respond to of 5867

I always wondered what happened to him: Industry veteran David Lam to be chairman of Tru-Si A service of Semiconductor Business News, CMP Media Inc. Story posted 1:30 p.m. EST/10:30 a.m., PST, 4/28/99 SUNNYVALE, Calif. -- Industry veteran David K. Lam, founder of Lam Research Inc., has joined Tru-Si Technologies Inc. as chairman of its board of directors, the company said today. Tru-Si is a three-year-old developer of advanced semiconductor wafer thinning technology. Lam, 56, Lam will help guide the company's strategic direction and recruit new management talent. He will also play a key role in building relationships with customers, investors and potential business partners. "I believe Tru-Si is in a very good position to move to the next level," said Lam. "Product demos have already been successfully completed at a large number of major chipmakers and the company is preparing for shipment this year." Last year, in anticipation of the emerging global requirement for ultra-thin semiconductor packages, Tru-Si announced the development of the industry's first Atmospheric Downstream Plasma (ADP) process. ADP is an isotropic etch process that removes a uniform layer of silicon from the backside of semiconductor wafers. With ADP, chip makers can thin wafers to less than 100 microns, achieving the exacting thickness requirements of new ultra-thin chip packages. ADP can also remove post grind stress and damage from wafers without the need for expensive frontside wafer protection or hazardous chemicals required in wet etching and chemical mechanical planarization (CMP). "Tru-Si's ADP process is literally bringing frontend wafer processing technology to the backend," said Lam. "ADP could revolutionize back-end semiconductor manufacturing in the same way that plasma etch technology did in the early 1980s." "David has contributed immensely to the growth and development of this industry, and we're honored to have him chair our board," said Sergey Savastiouk, president and CEO of Tru-Si. "David's management experience and industry know-how will be instrumental in guiding Tru-Si as we transition out of the startup phase."

To: Duker who wrote (2792)	6/15/1999 3:25:00 PM
From: Duker	Read Replies (1) \| Respond to of 5867

Most Recent Job Posting Data Up Sharply Since the Last Report I was floating about the every expanding cyber universe and decided to update one of the most sophisticated LLIs (Leading Lam Indicator): Web Site Job Postings. The data are quite encouraging. We have 52 job postings on the site. This is up substantially from the 23 postings in late April (which itself was up 21% from the 19 postings in the prior period). The current period's postings represent a 126.1% sequential increase. They also represents a record since we started tracking the LLIs (the database tracks historic information since April 1999). As has been proven with in-depth regression analysis, stock price movement is very highly correlated with web site job postings (see Sharpe, Miller, Duker, et. al., "Heteroscedasticity and Security Prices in a Wired World -- White Noise Explained," Journal of Obscurity, Volume II, February, 1999). The subsequent predictive modeling based on this landmark study has proven to be highly effective in real world applications. Though it would be too simplistic to assume that the stock price should soon experience an increase of 126%, the data would clearly support such a rise. --Duker