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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 (2882)	6/1/1999 11:35:00 AM
From: Rob-Chemist	Read Replies (2) \| Respond to of 5867

Obsidian and AMAT I was actually more intrigued by AMATs purchase of Obsidian. My impression is that the Obsidian system is somewhat similar to the Teres system by Lam, in that a polishing slurry is not used. For AMAT to suddenly go in this different direction was rather surprising, particularly since they developed their slurry polishing technology in-house (ex., they could have bought IPEC or SFAM, but did not). By speculative inference, this suggests that Teres is doing quite well and AMAT wants to be able to compete with it in the near future.