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Technology Stocks : Speedfam [SFAM] Lovers Unite !
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To: Cary Salsberg who wrote (3519)1/20/2000 10:01:00 PM
From: SemiBull   of 3736
 
Cary,

Ok....CMP is supposed to grow faster but if you are SFAM you spent the past 2-3 Qs putting the pieces back together with the IPEC acquisition. They definitely fumbled the ball but didn't turn it over.

Hmm...projections....next Q has consensus of -$0.07...I would not be surprised if we see a loss or 2 or 3 cents and would fall out of my chair if they almost broke even. As for the 4th Q, I see them pulling $0.15-0.16 a share. So while fiscal year '00 may be a dog overall, they will back in the black by mid calendar year '00. While this is more a SWAG until I listen to their next CC in February, my gut says about 60-65 cents for 1st and 2nd Qs of fiscal '01.

Just one man's spin...SemiBull
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