Speedfam [SFAM] Lovers Unite ! Message Board

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Technology Stocks : Speedfam [SFAM] Lovers Unite !

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To: Donald B. Fuller who wrote (2976)	5/12/1998 10:06:00 PM
From: Daniel P. Dwyer	Read Replies (1) of 3736

We may be looking at a classic double bottom, the first of which occurred in March. Fundamentals on this company are too strong. Anyone see Saloman Smith Barney's reason for beginning coverage with a neutral? One argument in favor of AMAT is that it can sell soup to nuts. SFAM and most of the rest cannot. This may be another story of big is beautiful. That's the bad news. The good news is that if AMAT is really doing so well with CMP, then Novellus better start looking for its CMP. They should look no further. SFAM is their answer. Buyout in high 30s to low 40s. Dan Dwyer

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