Speedfam [SFAM] Lovers Unite ! Message Board

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Technology Stocks : Speedfam [SFAM] Lovers Unite !

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To: SemiBull who wrote (3560)	5/1/2000 3:58:00 AM
From: FLSTF97	Read Replies (1) of 3736

I think that they have the potential to generate positive numbers sometime in the not to distant future, but when the dust settles, I think it will become very clear how much market share they've lost. They can no doubt live off the installed base (look at Strassbaugh!)for quite a while. But meaningful growth will likely be lacking. In an environment where they have an installed base and the user need to ramp capacity quickly it should be easy for them to get orders. My impression listening to the customers is that AMAT is winning market share and SFAM is loosing it. Ebara is making more noise outside of Japan (but it doesn't seem to be capturing many new customers that I have heard.) Lam's piquing interest, but the 2 or 3 machines are lost in the noise for market share. So the long term question is whether they can do something to capture more market share. About a year ago they announced some new system to use the 3M abrasive that was to be prototyped last fall. I haven't heard anything since, did I miss something. FATBOY

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