Speedfam [SFAM] Lovers Unite ! Message Board

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Technology Stocks : Speedfam [SFAM] Lovers Unite !

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To: Nevin S. who wrote (3058)	6/3/1998 1:33:00 PM
From: HB	Read Replies (1) of 3736

Many thanks. Lehman of course has managed offerings for SFAM.... they may feel they have some explaining to do :-). Important part was that the revenue drops are pushouts by a large customer who "reportedly has worked with Speedfam on copper CMP". Let's hope those reports are right. Let's also hope they aren't buying from another source to do Cu after concluding SFAM won't be able to ship enough machines fast enough, soon enough. For our sake, I hope the statement that "customer committment to and interest in Speedfam's CMP technology remains high." Others' conversations with IR reported on this thread would seem to confirm this. But IR is hardly going to admit to being in deep doo-doo, are they? Novellus, in its Damascus announcement, noted that the CMP systems involved (IPEC) were qualified for Damascus, but would continue to be marketed and sold separately from NVLS's packages, and I believe the initial release about the joint work with IPEC on copper allowed for the possibility of other companies' coming on board later as well. Cu is a stated priority in SFAM research; I think it likely they qualify their tools for Damascus sometime in the next year, and the stock will like that. Cheers, HB

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