Speedfam [SFAM] Lovers Unite ! Message Board

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Technology Stocks : Speedfam [SFAM] Lovers Unite !

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To: SemiBull who wrote (3012)	5/26/1998 1:09:00 PM
From: Nevin S.	Read Replies (1) of 3736

Not sure if anyone discussed this issue before but SFAM has a book value of nearly $18.00/shr and something like $13.00 of that is in cash or liquid assets. Not that I look at book value alone when investing but how much lower is this stock going to go. Even if equip orders decline over the next two quarters, SFAM is still in the black and probably won't have to call on their cash reserves to carry them through a down period. I just don't get why this stock is so beat up other than the general perception that the going will be tough for semi equipment makers over the near term. Any comments? Oh, and does anyone know when they will report earnings?

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