Speedfam [SFAM] Lovers Unite ! Message Board

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Technology Stocks : Speedfam [SFAM] Lovers Unite !

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To: David Kuspa who wrote (2719)	2/8/1998 12:36:00 PM
From: Michael Burry	Read Replies (4) of 3736

Could it be interpreted that SFAM's management is very concerned that others (AMAT) might be catching up and eroding their advantages in the market? SFAM has likely had these concerns for a long time. A great product may give them a few years, but long-term viability in this industry will require consistently great new products delivered in a timely manner. This is at the heart of my concerns re: when will the R&D and capital investment end, or can it? If the industry is very competitive, thereby limiting pricing flexibility at the same time it requires high ongoing capital expenditures (making cash flows negative forever), then where's the value? Mike

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