Speedfam [SFAM] Lovers Unite ! Message Board

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Technology Stocks : Speedfam [SFAM] Lovers Unite !

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To: Lex Luther who wrote (3305)	3/20/1999 12:46:00 AM
From: James Rozell	Read Replies (2) of 3736

Lex, I disagree with the Semigold message. IPEC has how much cash ? ---Precious little...debt is fairly high (long term $117 M). Do you think they can go to the bond market and get more money or get a fair shake in the equity market for new issuance ? They are estimated to lose $2.39/share, about $43 M based on 17.9 M shares. Income statements '93-98 show a profit once, 1995 $0.6 M net (0.02/share). (1) Speedfam (or better Speedfam-IPEC) is in a better financial position. And as Mr. Sam said, (2) less competition for the combined company (3)entry into INTC market. Having said that, the risks outlined in the Proxy statement I received yesterday look particularly grim.

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