Semi Equipment Analysis Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis

SOXX 302.84

+2.0%

Dec 2 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: James R.Gross who wrote (3724)	6/29/2002 12:06:50 AM
From: Cary Salsberg	of 95515

RE: "SFAM should benefit." I follow 19 Semi-equips in a Yahoo portfolio, including SFAM. There are only 2 I would advise against buying, SFAM and UTEK. I don't disagree with your statements about the industry, but SFAM's large fall in market share and its poor balance sheet make it the most risky semi-equip. I have exchanged PMs with SemiBull, who likes SFAM. He owes me a technical comparison of SFAM's and AMAT's tool. Unless you understand how SFAM's tool is better than AMAT's and, less importantly, LRCX's, you have no reason to expect a profit from a SFAM stock purchase.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next