I found this on the SFAM board. I am going on the record to say I believe this stock will explode over next year. It is now over that $5.00 mark that institutions can buy in. Also it can now trade options. Not trying to be a pumper but check volume today. Also I read earlier that FEI has joined Novellus, Lam Research, and Speedfam in Damascus Alliance. This group is transforming to copper chips.
Here is the page from SFAM board:
The following companies were highlighted in the "Inside Wall Street" column of
the latest Business Week.
Company Company News
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AT&T Corp. What to do after the debacle at No. 2 WorldCom? Buy stock in global
AT&T. Some value players are now loading
up on the phone company, which has been
on the ropes for a year. These pros aren't
after AT&T's phone business. They expect
extra value in the struggling giant because
of Comcast. AT&T agreed in December to sell
its cable TV business to Comcast in a $72 billion deal closing at year-end. AT&T shareholders will get a third of Comcast stock, whichwould add $7.50 to the worth of each AT&T share, based on Comcast's price of $23, figures John Maloney, president of M&R Capital. Phone stocks are down because of general turmoil in the industry. But in the wake of the WorldCom disaster, says Maloney, its business clients will flock to AT&T, whose capital structure is sound.
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SpeedFam-IPEC Inc. Most tech stocks are pariahs these days, but
Arnold Schmeidler, president of money-manager
A.R. Schmeidler, is betting big on SpeedFam-IPEC,
a pioneer in "chemical mechanical planarization,"
or CMP systems, used in making advanced semiconductors. The stock could double in a year, he says. SpeedFam's machines, costing $3 million to $4 million apiece, yield extremely flat, smooth wafers for making advanced
chips. A chip factory easily uses 20 machines, says Schmeidler. Its new CMP platform, Momentum, offers low-cost but superior technical capability, he says, especially in copper-wafer processing. "With 1,300
CMP machines currently in use at various chipmakers, SpeedFam could up its share of the $1.6 billion market from 10% to 30% in three years," says Schmeidler. Six of the top chipmakers are SpeedFam customers,including Samsung and Taiwan Semiconductor. Sales
will ramp up fast, says Schmeidler, as the economy rebounds and as chipmakers seek next-generation chips.
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ViroLogic Inc. ViroLogic is a small biotech player in the fight against HIV, the virus that causes AIDS. Its
partners include Merck, Pfizer and GlaxoSmithKline.
It has developed technologies to assess drug
resistance to specific viruses. ViroLogic's novel HIV-testing technology, PhenoSense GT, is being used by Pfizer for its HIV drug-discovery program. The PhenoSense products "are designed to help drugmakers
screen HIV clinical-drug candidates faster and more efficiently," says Matt Geller of CIBC World Markets,which handled ViroLogic's IPO two years ago. There are 16 approved HIV drugs and 40 more in the pipeline. ViroLogic's patented technology can be applied to new
HIV drug targets and is also being modified for use in vaccine research against HIV, says Chief Financial Officer Karen Wilson. One hedge fund manager, who as been buying, has a target of 8, based on ViroLogic's exceptional sales growth and partnerships with bigdrugmakers. |
