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Technology Stocks : Speedfam [SFAM] Lovers Unite !
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To: Mark20 who wrote (2646)2/4/1998 5:53:00 PM
From: GuinnessGuy  Read Replies (3) of 3736
 
Mark or any of the TA junkies,

What is the next resistance point? My newbie eyes tell me somewhere around $34 but...

Also, I might add a tidbit of info here which may or may not be true although the source seemed very reliable. I was at a New Year's Eve party when I ran into a worker from a large semiconductor company. I got to asking about CMP and how things were going with SFAM's equipment. He mentioned that everything was fine and that they had received two of the new Auriga-C's(that accounts for the four sold to date: two to Samsung and two to his company). He also went on to say that near term they would be ordering 10 more SFAM machines for the facilities here as they are ramping up as quickly as possible to get product to the market. They currently had 17 SFAM machines online. The real kicker however was that a joint overseas venture between themselves and another company(no, not an asian one), would involve the purchase of 70 more SFAM machines. He went on to say that the other competitor for this rather large order was AMAT, and that they had failed to capture any orders due to the fact that SFAM was clearly the throughput leader. This application, BTW, was for logic chips, not memory. The one unknown here is how the delivery of the 70 machines will be spread out over time. I think that within four years certainly all of the machines will be delivered and I would guess that within 2 years more than half would take place. Anyway, not bad work for SFAM from just one customer. Now, if only Samsung wouldn't have imploded:-(

Craig
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