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

To: Rob-Chemist who wrote (2883)	6/1/1999 12:15:00 PM
From: Proud_Infidel	Respond to of 5867

RC, It really isn't all that surprising when you look at other great names in techland. Most hedge their bets on different tecnologies so they are not caught off guard as MSFT was with the internet several years ago. 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. I wholeheartedly agree. Brian

To: Rob-Chemist who wrote (2883)	6/20/1999 1:45:00 PM
From: Mr. Sam	Read Replies (1) \| Respond to of 5867

<<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....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.>> One correction: The Teres does use slurry in its polishing. If the web/matrix method is successful, then the Teres could likely be modified to use it by just gluing the matrix to the Teres belts. But as configured in all of their betas, the Teres uses conventional slurry technology. Mr. Sam