Speedfam [SFAM] Lovers Unite ! Message Board

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Technology Stocks : Speedfam [SFAM] Lovers Unite !

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To: Proud_Infidel who wrote (3455)	7/22/1999 9:25:00 PM
From: Jay M. Harris	Read Replies (1) of 3736

To all on this board... Now is not the time to sell SFAM...This was a throw in the kitchen sink number from which the book to bill will recover sequentially. The IPEC aquisition is pretty much integrated and this stock should do $400 million in revenue in Cal 2001 when capacity buys in CMP $300 millimeter copper inter-connect take off. I own a little SFAM and will buy more on the first sequential increase in the book to bill. Incidently, remember device manufacturers want a viable second source within the industry to AMAT. NVLS & SFAM fit that bill....This stock should double within 18 months to $20. However, it can certainly go lower in the mean time. Regards, Jay

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