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Technology Stocks : Speedfam [SFAM] Lovers Unite !

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To: Mr. Sam who wrote (3244)11/22/1998 1:12:00 PM
From: blake_paterson  Read Replies (1) of 3736
 
Mr. Sam: I greatly enjoyed and benefited from your last 2 posts. Thank you! Two questions:

1. Given the chip industry's apparent focus on shrinkage and re-use to grow production (vs. added capacity), where do you see the CMP market going (re: upside) for the next year? Will these trends prevent a strong upward spike for CMP?

2. Will SFAM's significant continued investment in 300 mm CMP yield any benefits in the next 6 quarters?

Thanks again. Regards,

BP
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