Speedfam [SFAM] Lovers Unite ! Message Board

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Technology Stocks : Speedfam [SFAM] Lovers Unite !

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To: SemiBull who wrote (3594)	9/8/2000 9:08:11 AM
From: Ian@SI	Read Replies (2) of 3736

semi, Re bagley/faubert. prior to the question, faubert stated that they only see AMAT and Ebara in shootoffs not LRCX. Bagley tells analysts he expects a 20% market share. Either they're talking about different market segments or one of the 2 CEOs is misled. More disappointments ahead: My conclusion from the comments made. Customers evaluating CMP want to evaluate leading edge technology not last year's product. SFAM doesn't appear ready for the demand nor the sudden switchover to Momentum en masse. If SFAM doesn't deliver per customers' requirements, that is not a positive. ... especially if the competitors can. FWIW,

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