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

To: FLSTF97 who wrote (2890)	6/4/1999 8:04:00 AM
From: Duker	Read Replies (1) \| Respond to of 5867

FLSTF97, It is my understanding that AMAT and TEL have been the prime beneficiaries of LRCX's slippage in the oxide etch arena ... FWIW, I believe Sue Billat posed a similar question on the last conference call and JB responded by saying that (paraphrase)"TEL had good technology in dielectric etch, but was exhibiting some vulnerability in Dual Damascene apps." In terms of the new system being better or equivalent ... come on ... Exelan, baby ... It Screams High Performance! How can that not be good? Seriously, I have not read an unbiased, 3rd party view of the system vis a vis AMAT and TEL's systems ... I would be very interested in hearing about it though ... --Duker

To: FLSTF97 who wrote (2890)	6/4/1999 3:28:00 PM
From: Jong Hyun Yoo	Read Replies (1) \| Respond to of 5867

LAM has lost market share to primarily to TEL even though AMAT also snatched a good portion of it. My feeling is that previous market share loss stems from the underperformance in the hardware reliability and throughput of the overall system not from the process performance. LAM has debugged many hardware problems associated with transition to alliance platform and TCP chamber. Since then it has also boosted system throughput with the dual robot configuration. The New EXELAN system sounds great even though I have not heard the feedback from the chipmakers yet. I also like the timing of the release, just before the market upturn.