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Technology Stocks : Semi Equipment Analysis

SOXX 296.92

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4:00 PM EST

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To: James Calladine who started this subject	6/29/2002 10:31:55 AM
From: Cary Salsberg	of 95500

SFAM To put it simply, SFAM's small market share in its only significant product, CMP tools, and its weak financial position create the risk that an announcement by AMAT of a CMP tool upgrade which is clearly superior to the latest SFAM CMP tool will put SFAM out of business. I am not predicting that this WILL happen, but AMAT has the resources to spend much more on R & D and they have already overtaken and far surpassed SFAM's former market share lead. There is a reasonable probability that it could happen. Recently, when JDSU went from $5 to $6, I was called a "troll" by another ignored poster for suggesting that investments in JDSU should be avoided until its sales had stopped falling. I am a little surprised that after what has happened in the market and the business world the past few years, my conservative, risk averse advice falls on so many deaf ears. I guess that is a tribute to my communication skills.<g> Fortunately, when I communicate with Datek, I only need the verbs buy/sell.

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