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Technology Stocks : Speedfam [SFAM] Lovers Unite !
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To: Joseph Beltran who wrote (3559)4/30/2000 2:38:00 PM
From: SemiBull  Read Replies (1) of 3736
 
Joseph,

"we are in the biggest and baddest upcycle that this industry has EVER seen and SFAM is still in the red."

As are a whole host of other companies is this cyclical sector.

"what makes you so positive about their future performance to claim that it is undervalued here?"

See earlier posts and press releases since September of last year. Do you know much about CMP? SFAM or IPEC history? Asian flu? Bottom line, my "confidence" is based on the future business they've been awarded, their healthy backlog, and their installed CMP base which given their acquisition of IPEC, is still probably the largest in their niche.
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