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

To: Duker who wrote (634)	2/23/2000 7:40:00 PM
From: SemiBull	Respond to of 721

Duker, I think I understand where you are coming from...even if I respectfully disagree. If you didn't average down last year, then CFM would appear to be a dog from a price vantage point. Having said that, I am a 3-5+ year investor. If compare balance sheets of "comparable" companies you will find CFM no worse than others and perhaps better IMHO. Historically, I have been in known for my overly harsh self criticism...though over the years I have come to realize that it is counter productive for me. I obviously hope CFM proves profitable for you....I bought a little more just slightly above today's bottom. I am bullish for the various reasons I have posted before....yesterday's conference call only confirmed things for me. By the way: 300-mm spending to reach $8.2 billion in 2000, says report semibiznews.com Just one man's spin....SemiBull

To: Duker who wrote (634)	3/20/2000 7:09:00 PM
From: Chris Nevil	Read Replies (2) \| Respond to of 721

Hi Duker -- As if holding a significant position in a semiconductor equipment LAGGARD isn't enough to satisfy our need for self-abuse, here comes another bit of news... I got a letter from Schwab today indicating that they are no longer extending margin on CFMT. I called, a bit miffed, to ask why -- and they say it is because of daily trading volume being < 100,000 shares. I went back and looked at volume for a number of months and found no real variation over that span, so I would submit that Schwab is being highly arbitrary (that is to say, why didn't they do this six months ago, then?)...and the "risk monitoring" rep there couldn't supply me with any other answer. He's going to have someone in their "risk assessment" area call me back. I'll share with the thread whatever they tell me. In the meantime, this cannot help but be one more reason for frustrated CFM holders who have watched the sector ship sail without them to bail (if they're among Schwab's 6.7MM accounts...) Regards, Chris