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Technology Stocks : CFM Technologies Inc. (CFMT) -- Ignore unavailable to you. Want to Upgrade?

To: SemiBull who wrote (632)	2/23/2000 9:26:00 AM
From: James Calladine	Respond to of 721

THE GLORIOUS PAST? Do you folks see CFMT having any glimmers of being the growth stock of earlier years? A book to bill of 1.34 is certainly an improvement, but not exactly earth shaking. We all know that the tortoise beat the hare, but in this market, by the time the tortoise gets there, is there a market still there......? Best wishes, Jim

To: SemiBull who wrote (632)	2/23/2000 9:48:00 AM
From: Duker	Read Replies (2) \| Respond to of 721

Semibull, I did not compare CFMT with AMAT or even KLIC. Execution in a trough is the realization that one must get one's break-even down to a point where you can make money before device manufacturers start spending like drunken sailors. $1.5mm in litigation expenses did not generate a $3.7mm operating loss. Yes, aqueous Cu clean sounds good, but so did PRISM. Finally some resist strip? I hope that the cycle continues to bail me out on CFMT. I try to grade myself harshly when I look at my investments. This one was a mistake, but given what appears to be a very strong cycle, I think that it will work out (mercifully, I was able to get my average cost down to the point where you and I could drive down to Exton and liquidate the company for a solid premium). The rising tide appears to be carrying all ships, no matter how delapidated. Just my opinion -- as always. --Duker