Speedfam [SFAM] Lovers Unite ! Message Board

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Technology Stocks : Speedfam [SFAM] Lovers Unite !

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To: shane forbes who wrote (2726)	2/8/1998 6:52:00 PM
From: Proud_Infidel	Read Replies (1) of 3736

Shane, Re:do you have any idea of the amount of spending by the DRAM guys in ASIA as a percentage of the total semi-equip spending No< offhand I could not say. I konw for AMAT the % of revs from DRAM cos has dropped to ~40% from ~60 only 3 years ago, so the DRAM crunch should hurt less this time around. ReMy gut is telling me this recent run-up is a head-fake and there will be opportunities esp. for some of the bigger guys (such as AMAT) that did not get as badly schmoked as some of the smaller companies. My gut is telling me the exact opposite. The smaller cos. do not have the backlog AMAT does to sustain them through any crisis. As of last qtr., AMAT had a $1.7B backlog. I am very anxious for their CC to hear what they say about the outlook for the next 6 mos. and to see how much of the backlog has evaporated. Regards, Brian

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