SI
SI
discoversearch

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 : Speedfam [SFAM] Lovers Unite !

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: FLSTF97 who wrote (3463)7/29/1999 2:54:00 PM
From: James Calladine  Read Replies (1) of 3736
 
Thanks for a very useful post!

I have owned SFAM at various times in the past, with reasonable results, but so far have resisted the temptation to go for the bargain price, based on the distinctly uncomfortable feeling that it is only a bargain IF SFAM turns around!

So what can anybody say about:

-- the integration of SFAM with IPEC?
-- what is really going on in the Marketing effort?
-- has this company temporarily or permanently blown it?
-- if the latter, why would NVLS still be interested? Is
the actual machinery that good in a competitive sense?

The dean of all SFAM commmentators has got to be Mr. Sam,
but in one of his recent posts he sounded distinctly
discouraged, and said he had, to some degree jumped ship!

What more can be said by anyone on these or related issues?

Good luck to all,

Jim
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext