Silicon Investor (SI) -- The First Internet Community

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 ! -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (3449)	7/22/1999 10:45:00 AM
From: John Collins	Respond to of 3736

Yea, what's going on? Am I missing some posts, or what? I can see that SFAM is falling down, but I don't know why. What's the news? Thanks, John

To: Proud_Infidel who wrote (3449)	7/22/1999 10:45:00 AM
From: advinfo	Respond to of 3736

I sold on the previous pop and never looked back. These guys took their eye off the ball when they should have been more diligent than ever. What a meltdown.

To: Proud_Infidel who wrote (3449)	7/22/1999 10:53:00 AM
From: Kirk ©	Read Replies (2) \| Respond to of 3736

re: Should've sold at 17 recently. Yeah, me too, twice! but I am terrible at getting out near a top. I actually gave it some serious thought the last time which is new for me! 8) Glad most of my $ for the sector is in AMAT and LRCX (I would add UTEK, but that got left behind as the others have been multi baggers.) We might ask "what are the odds of SFAM going to $20 vs a doubling in LRCX?" and that might explain the hasty exit today. To me, the long term questions are "Will the need for CMP tools trickle down to this company?" and "Can they take market share with niche products, performance or better customer service?". It seems that the answer could be yes if the semi cycle recovery is going to be many years and AMAT and LRCX can't hire and ship fast enough. WHat do you think? Besides, portfolios are boring if all the stock in them are winners! regards Kirk out