CFM Technologies Inc. (CFMT) Message Board

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Technology Stocks : CFM Technologies Inc. (CFMT)

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To: Pink Minion who wrote (597)	12/14/1999 7:25:00 PM
From: SemiBull	Read Replies (1) of 721

"If not, I'm out because there peers are rebounding." Which peers are you referring to? Unless there are some I don't follow, this sub-sector within the equipment sector will not get orders till Q1-Q2 of '00. If you have been tracking the B2B and its breakdown, this sub-sector group by and large has not gotten over the 1.0 goal line - the back end receiving the bulk of the of the B2B, while the front end still lagging. While I haven't analyzed this evenings numbers, it appears that they are, to quote the esteemed Duker, "crappy." One man's crap is another man's fertilizer. :~) I am not a short term investor, so I could careless as to tommorrow's reaction....my only concern is their burn rate and their protection of their niche. From Duker's postings, it would appear CFM won't make to the next cycle. Hope they do, even if I'm human. SemiBull

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