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Technology Stocks : Speedfam [SFAM] Lovers Unite !
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To: Jay M. Harris who wrote (3023)5/27/1998 3:08:00 PM
From: Proud_Infidel  Read Replies (2) of 3736
 
Jay,

Re:we are fast approaching the darkest hour prior to entering the valley of the shadow of death.

This is an understatement of immense proportions. I loved SFAM when I first bought it as a small part of my portfolio. After AMAT's last CC and corroborating views from those in the sector, I would not add to my position, even at these prices. If SFAM is losing market share anywhere close to some predictions, it is difficult to say at what price SFAM is a value. Remember, AMAT is not the 800 lb. gorilla, they're the 1000 lb. gorilla, and SFAM is holding some bananas.

Brian
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