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Technology Stocks : Speedfam [SFAM] Lovers Unite !
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To: MULIFAT who wrote (2607)1/29/1998 1:32:00 AM
From: Steve Patterson   of 3736
 
> is SFAM's exposure to Asia's problems really that much less than IPEC's, as TEColeman states?

I don't know for sure. I do know, however, that the Asian economic crisis is a convenient yet plausible scapegoat for whatever problems IPEC may have. Remember in early to mid '97 when many networking/RAS/etc. companies were blaming their ballooning inventory on "softness in the European market"? In retrospect this is a partial truth: their business was starting to suck all over (reference: CS), including Europe.

Long SFAM,

Steve
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