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Technology Stocks : CFM Technologies Inc. (CFMT)

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To: Duker who wrote (631)2/23/2000 7:14:00 AM
From: SemiBull  Read Replies (2) of 721
 
Duker, you said: "these guys haven't executed..." ... ,ight I add in your humble opinion, not mine with all due respect. I guess I see the cup 2/3 full and you still see it 1/3 empty. Earnings release and CC were exactly what I expected and IMHO very good news. Please do not compare this company to AMAT or KLIC or any other player that can derive revenue from retrofit during the bottom of the cycle, as opposed to CFM which almost exclusively depends on capactity constraints for growth. Anyway, I will be trying to buy, which is not a reflection of anything more than my bullishness.....SemiBull
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