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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Justa Werkenstiff who wrote (5103)5/13/1999 4:10:00 PM
From: mister topes  Read Replies (2) of 15132
 
Sometimes you get the distinct feeling SFAM is locked in a
battle for CMP business with AMAT, and the battle may turn out
to be a losing battle for SFAM. How many companies win a war
with AMAT in an important new business area? Not very many.

Heard from a semi analyst today that only about 20 players showed
up for the SFAM conference call, and that after the call only
one of the twenty bothered to followup with a call to management
for further information.

Sounds very much like, for the moment, nobody much cares about
SFAM or their "battle" with AMAT. Good luck.
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