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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Justa Werkenstiff who wrote (3484)2/24/1999 6:18:00 PM
From: Proud_Infidel  Read Replies (1) of 15132
 
Justa,

Re:I liked SFAM and IPEC. Best value in combined technology and company fundamentals that I could find with my limited manpower. There is room for both AMAT and SFAM as recent order trends have demonstrated.



I am not so sure I agree on this one with you Justa. I hold SFAM and am beginning to view it more in the SVGI category- had a great opportunity but lost ground to the giants. SFAM/IPEC have lost serious market share IMO. This evidence is difficult to find at the moment since AMAT does not break their orders down by category. But looking at the anecdotal evidence, their poor valuation may be justified. SFAM is currently at the top of my sell list, though I will refrain from pulling the trigger since I have such a small position and they may well prove me wrong.

Regards,

Brian
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