Speedfam [SFAM] Lovers Unite ! Message Board

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Technology Stocks : Speedfam [SFAM] Lovers Unite !

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To: RockyC who wrote (3045)	6/5/1998 8:21:00 PM
From: Lord	Read Replies (1) of 3736

Rocky I agree with you on the power it takes to compete with AMAT. The current industry cycle is putting alot of pressure on all Equipment makers though. I am sure that AMAT is not without pain. I nearly bout it today at 29. With the YEN at 140 the Asain competition will be significent so the resolution needs to be in the domestic market. The recent IPEC and NVLS agreement is also of little concern there is nothing to say that SFAM and NVLS can't come to a similar agreement. SFAM still has the COO advantage as far as I know and as the $1000 PC pressure continues and CMP becomes a bigger percent of the pie it could play. As far as Sematech's not considering SFAM I am sure they did. I am not sure why the decision not to place a tool on site was made but you can be assured that it was a biased decision and not a technical objective one. Another thought along these lines is that Sematechs charter is to assist in improving tools. It also may suggest that the SFAM tool is beyond them. But bottom line is that AMAT is up to what they do best which is market domination. NVLS wants to be able to court IPEC's customers so they can survive. SFAM simply needs to find those kind of customers.

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