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Technology Stocks : Speedfam [SFAM] Lovers Unite !
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To: David Kuspa who wrote (2686)2/6/1998 5:25:00 PM
From: Dennis G.  Read Replies (1) of 3736
 
Well I just talked to my broker. He said First Call had them at 39 cents. And looking over the release it seems as if they're reporting flat revenues compared to last year. But their R&D expenses are up so diluted earnings going to be shy by 7 to 9 cents. Actually total earnings are about the same but number of shares has expanded so EPS is lower.

If QCOM is any guide, your 22-23 is probably a reasonable guess. But the market can be unreasonable with these disappointments. They might go overboard.

Anybody know how much cash SFAM is still sitting on and what book value is now? Could give a idea of the maximum damage.

Dennis
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