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Technology Stocks : CFM Technologies Inc. (CFMT)
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To: SemiBull who wrote (632)2/23/2000 9:48:00 AM
From: Duker  Read Replies (2) of 721
 
Semibull,

I did not compare CFMT with AMAT or even KLIC. Execution in a trough is the realization that one must get one's break-even down to a point where you can make money before device manufacturers start spending like drunken sailors.

$1.5mm in litigation expenses did not generate a $3.7mm operating loss. Yes, aqueous Cu clean sounds good, but so did PRISM. Finally some resist strip?

I hope that the cycle continues to bail me out on CFMT.

I try to grade myself harshly when I look at my investments. This one was a mistake, but given what appears to be a very strong cycle, I think that it will work out (mercifully, I was able to get my average cost down to the point where you and I could drive down to Exton and liquidate the company for a solid premium).

The rising tide appears to be carrying all ships, no matter how delapidated.

Just my opinion -- as always.

--Duker
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