Speedfam [SFAM] Lovers Unite ! Message Board

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Technology Stocks : Speedfam [SFAM] Lovers Unite !

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To: James Calladine who wrote (3590)	9/7/2000 10:27:43 PM
From: Ian@SI	Read Replies (1) of 3736

Call was less than 1/2 hour. Sounds like the transition to momentum is taking more time and resources than expected. While fabs evaluate a new tool, the business is opened to competitors such as AMAT and Ebara. LRCX still is not being seen by SFAM at their customers - a different story than Bagley believes. Perhaps, Bagley's sales force isn't being fully open. But that's hard to believe. Either a machine has been sent to a prospect for evaluation or it hasn't. This should be very easy for a CEO to get an absolutely precise handle on. Jay Deahna mentioned that Bagley thinks he's going to capture 20% market share this year; Faubert hasn't seen any evidence to support that ambition. I got lucky. I sold my entire SFAM position this morning to buy another equipment stock. This is unusual for me. I'm usually buying when everyone else is selling. From the call, I doubt that I'll reenter within the next few days. We could see more disappointments ahead. FWIW, Ian.

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