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 (3360)	4/23/1999 5:31:00 PM
From: Justa Werkenstiff	Read Replies (1) of 3736

Mr. Sam: Re "AMAT is winning most of the tool selection competitions that have happened in the last 6 months or so. I agree with your assessment that AMAT will probably win most of the tool orders placed in 1999." Re: "For full disclosure, I have 8% of my money in SFAM stock and 3% in AMAT stock.)" I am positioned likewise with more SFAM than AMAT currently. Given your assessment of AMAT's order dominance this year, why do you like SFAM more? I read your excellent comparison of AMAT to SFAM but would like your thoughts on putting it all together. When and where does SFAM begin to perform in getting its fair share of orders and why in your opinion?

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