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Technology Stocks : Speedfam [SFAM] Lovers Unite !

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To: Nick Michell who wrote (3072)6/25/1998 3:42:00 PM
From: Nevin S.  Read Replies (1) of 3736
 
Lehman Bros. on SFAM

SpeedFam $18 5/8, Rated 1 Buy

This stock suffers from fear of potential AMAT CMP dominance. SpeedFam has held market share better than others as Applied has gained. Fully self-contained cleaning-polishing is a major technical advantage. New CMP technology development center will be an important advantage. The company has over $10 per share in cash on its balance sheet.

lehman.com
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