SI
SI
discoversearch

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.
Non-Tech : Invest / LTD -- Ignore unavailable to you. Want to Upgrade?


To: The Ox who wrote (11856)2/1/2000 2:53:00 PM
From: Joseph Beltran  Respond to of 14427
 
Michael,

Do be careful with SFAM. I think its recent rise is more a function of the strength of the sector than anything management is doing. I'm just very suspicious of its management and that causes me to keep a finger on the trigger sort to speak...In other words, watch what they do, not what they say...A tech company that I really, really like is BRKS. Chweck its recent earnings and compare its value to competitors like PRIA and ASYT. Merrill just hiked their target to $70. I think it's going to $90 if the sector holds up.
regards