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Technology Stocks : CFM Technologies Inc. (CFMT)
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To: Pink Minion who wrote (605)12/15/1999 6:05:00 AM
From: SemiBull  Read Replies (1) of 721
 
ex-Dilbert,

Re: "Anybody have some quick DD on their competitors and how they are rebounding?. SMTL is rebounding, how about FSII?"

I own a little FSII and a much more SMTL (for their Cu tools). Both are in the same "humdrum" as CFMT, but with substantially less cash. As a long term investor in SMTL this concerns me, but I am confident they will survive (and thrive I hope) in the upcoming not too soon the cycle. Between the the two I believe from a 3 month perspective, the lack of cash puts SMTL a little cheaper than FSII.

What are you looking in a cheap semi-equip that hasn't run? Highest reward and therefore highest risk, or moderate reward for moderate risk? Whole host of candidates depending on whether you what a good doubles hitter who wont likely strike out, as opposed to a home run, out of the ball park hitter, who strikes out a lot.

SemiBull
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