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Technology Stocks : Speedfam [SFAM] Lovers Unite !
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To: Sparky65 who wrote (3218)11/14/1998 10:13:00 AM
From: JZGalt  Read Replies (1) of 3736
 
I can't find any reasons why you would not want ot own this stock.

In this tight semiconductor equipment market, SFAM is apparently losing market share to IPEC and AMAT. IPEC is partnered up with NVLS and AMAT is the gorilla of the semi-equipment industry.

SFAM's valuation stems from the preception that AMAT will dominate the CMP industry eventually as the industry trends toward one stop shopping of vendors.

Although CMP is going to eventually be a dominant force in the making of semiconductor chips, it is less clear what SFAM's position in that industry will be once it happens.

In any case, all accounts I read put this industry flat on it's back and on life support. The ample amount of cash SFAM holds is a plus for survival, but the stock is waaaay ahead of it's prospects in the next 6-12 months IMO.
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