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Technology Stocks : CFM Technologies Inc. (CFMT)
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To: SemiBull who wrote (602)12/15/1999 3:28:00 AM
From: Pink Minion  Read Replies (3) of 721
 
Which peers are you referring to?

I was referring to general semi equip sector and not their competition. The AMAT's have already priced in the coming boom. They are still a cheap company with plenty of cash, support ~8. Still burning cash though.

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

I'm on the sidelines until sales rebound. Need to find a cheap semi-equip that hasn't run.

MH
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