Speedfam [SFAM] Lovers Unite ! Message Board

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Technology Stocks : Speedfam [SFAM] Lovers Unite !

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To: Ian@SI who wrote (3602)	9/9/2000 12:22:03 AM
From: Kirk ©	of 3736

To semi and Ian My 2¢ worth DISCLAIMER: I own AMAT, LRCX AND SFAM with majority of money in first two. It might be that with their business at capacity, LRCX and AMAT might be concentrating more resources on higher margin business at the moment and that would include management attention. Another idea is that they ALL could be looking at different customers and it might not be "crowded enough" to run into each other yet. Sort of like hiking in a forest...there could be other hikers but you don't often run into them. Maybe they concentrate efforts where they have good relationships and will get help developing the tools before they sell to a wider audience? Start-up problems are normal. When you are mostly a "one trick pony" the consequences can hurt as we saw today. Congratulations on a wonderful bottom fishing trip buying at $10 in after hours and selling at $14 later on! BRAVO! Have a good weekend. Kirk out

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