Speedfam [SFAM] Lovers Unite ! Message Board

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Technology Stocks : Speedfam [SFAM] Lovers Unite !

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To: Mr. Sam who wrote (3021)	5/26/1998 6:33:00 PM
From: Michael Burry	Read Replies (1) of 3736

AMAT has some bad news too: biz.yahoo.com This may add to the generalizability of the sell-off tomorrow across the semis and even possibly tech. On the heels of today, it will be interesting. But everyone keep in mind that Speedfam will have around $10 in cash. A guy on the Yahoo thread says his broker sees $14ish. That seems extreme, but hard to see why Speedfam would not initiate a buyback. If it doesn't, then I would take it as an admission of a poor prognosis from the company. Mike

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