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Technology Stocks : Speedfam [SFAM] Lovers Unite !

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To: Teri Skogerboe who wrote (3287)2/3/1999 7:54:00 PM
From: EACarl  Read Replies (1) of 3736
 
Hi Teri,

I thought that was great news!
And yet, SFAM has been under performing the sector, and even with that news today, it still didn't help!
It puzzles me. Perhaps investors want to see the combined entity operate for a while before buying in, or is it the fear that AMAT will overpower them in the marketplace?
In any event, I am betting that the combined company will be successful and that the CMP "pie" will be big enough for the new SFAM to get its fair share.
I have been buying the stock.
As an extra little possibility, I still think the combined company would be a great fit for NVLS.
Anyone have any other thoughts on SFAM poor relative performance?
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