Speedfam [SFAM] Lovers Unite ! Message Board

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Technology Stocks : Speedfam [SFAM] Lovers Unite !

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To: Mr. Sam who wrote (3244)	11/22/1998 5:29:00 PM
From: Mr. Sam	Read Replies (2) of 3736

Another reason that I love the SFAM-IPEC deal: 6) SpeedFam-IPEC is now THE PLAY for investors looking for a focused way to participate in the growth of CMP. Look around for a better way to invest in CMP. Rodel, Strausbaugh, and Aplex are no good because they are private. Cabot, AMAT, Ebara, Clariant, and LRCX are no good because CMP is a very small fraction of their businesses. Others are not good because they are so unlikely to be successful in the business (weak products, zero market share, etc.) that they cannot even be considered market participants. Then look at SpeedFam-IPEC. It has the highest installed base in the world, its market share of tools being sold currently is 35%+, and it offers what are arguably two of the best four CMP polishing products on the market for the current generation of offerings. Do you remember the valuation that Cymer got in the early days of deep-UV laser growth because it was a pure play on the growth of DUV lithography? That's the kind of valuation that SpeedFam-IPEC may get when this upturn gets solidly established and the crazy, cycle-peak valuations are revisited. Profitable investing, Mr. Sam

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