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To: Sarmad Y. Hermiz who wrote (64360)6/24/1999 11:47:00 AM
From: H James Morris  Respond to of 164684
 
>>I still have 1k of SFAM at a profit. Do you still have your shares ? It had a pop, then nothing. Do you still like it ? <<
Sarmad, yes I still have it. I love the whole group especially Amat.
I think I posted this here several times before that one of my largest positions is Cohu.
I loaded up with Cohu since it was 15, and have been buying since.
I know this company, and its located here in San Diego. So is Qcom by the way;-))
Ps
Re Sfam. Richard Hill the Ceo of #2 Nvls, sits on the board of Sfam.
This is speculation, but I think that in the next 12 months he'll buy Sfam. If he does he'll have to pay more than 14 7/8. Trust me on that.