Speedfam [SFAM] Lovers Unite ! Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Speedfam [SFAM] Lovers Unite !

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Kirk © who wrote (3416)	6/1/1999 4:26:00 AM
From: FLSTF97	of 3736

I concur on the niche company/long backlog theory in general, but I believe that this situation is different. The obisidian tool is fundamentally different in design. The concept seems to eliminate many of the short comings in the current CMP tool/process base. It can also eliminate the cost for slurry delivery systems which if included in the cost equation is a big plus for them. Does that mean that all other CMP companies go out of business? I doubt it, but it will put pressure on them. I personally thought that SFAM announcement on the web format tool was a feeble defensive move, but I could be wrong. If they have been developing such a tool for the last 12-18 months they may indeed have something in 6-9 months that could be delivered to the field. This would have been a very well keep secret. I do worry about their ability to sidestep Obsidian's IP in this regard. Frankly, I was just about to invest in SFAM until the AMAT purchase of Obsidian. I think they could effectively battled (or bought for that matter) a smaller start up, but it will be much harder against AMAT. Hopefully the market in general will improve such that SFAM's revenues grow even if their market share doesn't

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next