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

To: Duker who wrote (2880)	5/28/1999 4:17:00 PM
From: Proud_Infidel	Respond to of 5867

Mosel Vitelic of Taiwan to Raise DRAM Microchip Prices May 28, 1999 (TAIPEI) -- Mosel Vitelic Inc., a Taiwan-based maker of DRAM microchips, announced May 25 that it will raise its product prices by 10 percent. The company$B%f(Bs major shareholder is Siemens A.G. of Germany. Mosel Vitelic is working to minimize the impact of the 31-percent punitive tariffs levied on its exports of DRAM products to the United States. H.J. Hu, chairman of Mosel Vitelic, said the company has a high cost structure for producing 64Mb DRAM chips with the 0.35-micron process technology. Hu added that the company also is producing 64Mb DRAM chips with 0.20-micron process technology, and is planning to diversify its product line. Taiwan Semiconductor Manufacturing Co., Ltd., United Microelectronics Corp., and Winbond Electronics Corp. are all subject to 16.65 percent punitive tariffs levied on DRAMs by the United States. However, all three companies said the impact is expected to be limited. TSMC and UMC focus on the wafer foundry business, and they produce only limited volumes of DRAM products on an OEM basis. Winbond sells DRAMs directly to Toshiba Corp. Winbond's vice chairman, T.Y. Yang, said that PC manufacturers in the United States are likely to suffer most from Micron Technology's anti-dumping charges, because their procurement costs of DRAM chips will rise. Etron Technology Inc. was subjected to a 4.95-percent tariff by the U.S. Department of Commerce, the lowest amount among local companies. However, the company's chairman said he still considers the rate to be too high. He said that the United States may have included the stock option bonus for its employees in the third quarter of last year as a part of the manufacturing costs, when calculating such costs. Taiwan-based manufacturers said fewer than 10 percent of their clients actually import Taiwan-made DRAM chips directly to the U.S. market. Most of them ship the chips to manufacturing centers outside the United States and install them into computers or other finished products. Most of the local companies believe that the impact of the U.S. Department of Commerce ruling will be quite limited. (Commercial Times, Taiwan)

To: Duker who wrote (2880)	6/1/1999 10:47:00 AM
From: Proud_Infidel	Read Replies (2) \| Respond to of 5867

Tuesday June 1, 9:30 am Eastern Time Company Press Release Lam Research Corporation Introduces Exelan Next-generation Dual-frequency Dielectric Etch System New system delivers high performance with dramatically lower cost of ownership while meeting the needs of the next three generations of devices FREMONT, Calif.--(BUSINESS WIRE)--June 1, 1999-- Lam Research Corporation (Nasdaq:LRCX - news), a leading supplier of wafer fabrication equipment to the worldwide semiconductor industry, today introduced its Exelan(TM) next-generation dual-frequency dielectric etch system. Exelan is designed specifically to provide advanced processing capability while delivering the industry's lowest cost of ownership (CoO) per wafer, as much as 50 percent below competitive products. Exelan's extensive process portfolio includes all dual damascene structures as well as contacts, vias, spacers, and passivation etch in doped and undoped oxides and low k dielectrics. The Exelan system's streamlined, innovative design allows ease of serviceability and high reliability. The system also includes sophisticated closed-loop wafer area pressure control. Reliability and availability are driven to new industry highs while scheduled service and costs are the best among comparable tools. ''We are committed to increasing our customers' competitiveness by providing them with high productivity, high reliability systems at the lowest cost of ownership,'' stated Dr. Greg Campbell, vice president and general manager of the Etch Products Organization. ''Lam's ability to meet that commitment is evidenced by the overwhelming customer acceptance of Exelan.'' This press release contains certain forward-looking statements which are subject to the Safe Harbor provisions created by the Private Securities Litigation Reform Act of 1995. Such forward-looking statements relate to anticipated performance, capabilities, applications, and competitiveness of the company's products and market transition to new processes. Such statements are based on current expectations and are subject to risks, uncertainties, and changes in condition, such as may arise from introduction of such products into production, and other risks detailed in documents filed with the Securities and Exchange Commission, including specifically the report on Form 10-K for the year ended June 30, 1998, and the Form 10-Q for the quarter ended March 31, 1999. The company undertakes no obligation to update the information in this Press Release. Lam Research Corporation is a leading supplier of wafer fabrication equipment and services to the world's semiconductor industry. The company's common stock trades on the Nasdaq National Securities Market under the symbol ''LRCX''. Lam's World Wide Web address is lamrc.com. biz.yahoo.com

To: Duker who wrote (2880)	6/1/1999 1:44:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 5867

Japan's Desktop PC Sales Brisk in First Week of May May 31, 1999 (TOKYO) -- While Japan's sales of PC notebook models decreased in both units and value in the first week of May, sales of desktop models increased briskly in both units and value. Japan's PC sales in the first week of May 1999 (May 3-9) at about 2,000 retailers of electric appliances decreased by 2.1 percent from the previous week on a quantity basis and decreased by 3.0 percent in value, according to a survey conducted by Gfk Japan Ltd., an information service company dealing with POS data of 55 household electrical appliances retail stores. When compared to the same week a year ago (May 4-10, 1998), increases were 89.4 percent in units and 86.8 percent in value. The average sales price decreased by 2,133 yen to 21,814 yen from a week-ago level at 221,947 yen. (122.29 yen = US$1) The week-on-week decrease observed in the first week is smaller than a year-ago level. In both units and value, the said week's sales becomes 1.9 times as the same week a year ago. Sales of desktop models increased in both units and value due to the average sales price's decrease by 1,605 yen. The average sales price among notebook models increased by 479 yen. GfK Japan collects POS data from 55 IT-related retail sales companies centering on high-volume stores specializing in home electric appliances. It covers about 3,200 stores (as of April 1998) throughout Japan. In cooperation with Gfk Japan, Nikkei Market Access provides weekly reports of PC sales in volume and value. The sales data has been based on the same 41 companies (with about 2,000 stores) since April 1996. The number of PCs sold at the 2,000 stores is estimated to comprise about 10 percent of gross domestic shipments, and when limiting the sales to retail sales channel, the share comes to about 25 percent of such shipments.