Speedfam [SFAM] Lovers Unite ! Message Board

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Technology Stocks : Speedfam [SFAM] Lovers Unite !

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To: Robert Schling who wrote (3094)	7/4/1998 1:44:00 PM
From: SemiBull	Read Replies (1) of 3736

<<"In addition, one-time charges were taken for special customer service allowances, which relate to the increasing complexity of the Company's CMP products and the current competitive environment, plus other miscellaneous one-time costs". Properly decoded this should read: We have technical problems with our machines, and customers are renegotiating pricing because of AMAT's attractive proposals...>> I think your conclusion decoding SFAM's one-time charge - "We have technical problems with our machines, and customers are renegotiating pricing because of AMAT's attractive proposals" - is a bit much. If SFAM has to give away a machine, has to make special provisions for Samsung, etc., to compete with AMAT's free machines, than so be it over the short term. AMAT's numbers will not be glowing this Q either. The whole sector is in a downturn, and for a pure CMP play issues like these will get much more exposure than with AMAT which won't need disclose because of the materiality standard of the SEC. Just one man's spin.....SemiBull

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