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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: Demosthenes who wrote (4553)	4/17/1999 7:01:00 AM
From: Justa Werkenstiff	Read Replies (1) of 15132

D: Bottom Fishing Catch of the Week RE: "Hear, hear! I, for one, vote for the full force of "boot strap effect<g>." I think this week has tremendous significance with profit taking in large caps and the rise of the R2000. With the possible incoming favor of the small caps and the semi equip recovery just beginning there could be some great runs ahead. And I confess: I bot SFAM again today. Dang! I can't help myself! The Cur ratio is about 9 now. I guess I'm really surprised I didn't buy more than I did. And I have to pull myself back from buying more ETEC, and am having a hard time convincing myself I wouldn't be sooooo happy 18 months from now if I just allowed myself to double up. I'll do it yet, and I promise I'll do it if it weakens 2 or 3 points from here. I am starting to pound the table here so my nurse better show up soon with my medicine<G>." So it was you who was moving the price on SFAM. Yes, I bought some too today. I know, I know ... AMAT is king in CMP blah, blah, blah. I am tired of it. This is analyst blather. The last drop in SFAM was due to the AMAT analyst meeting that where it proclaimed itself king of CMP once again. I am not sure that I buy this market share stuff anyway as AMAT has 250 installs and SFAM -IPEC has 1200 installs, but I do not have to know anything but that SFAM is priced for total failure here. It is less than pro-forma book. What is AMAT now? Eight times book?? Yeah, yeah I know they are two different companies. But give me a break. I disagree with the failure premise totally. AND SFAM seems better positioned in memory where the orders have been scant up to this point. SFAM is one of the best risk/reward values in the sector currently IMO.

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