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

To: SemiBull who wrote (653)	4/21/2000 4:48:00 AM
From: FLSTF97	Read Replies (1) \| Respond to of 721

have you compared their revenues to their head-to-head competitors over the same period Not at all. My comment was more a reflection of waiting for CFMT's order rate to increase. In general I still believe that 300mm will be good to CFMT. Stated plans for 300mm fabs have been coming at an accelerated pace the last few months. Many of those are in the process of trying to place orders with first deliveries due Q4/Q1 01. SC300 is going ahead and expects bids by mid May with deliveries early next year. That and the supplier award bodes well for CFMT. Frankly I'm hoping things pick up before then but who knows who will win this battle. The legal fight is a real drain, but a necessity for CFMT. The biggest risk here is that CFMT is smaller than most of the folks they are battling. Often might makes right in these things (the small guy runs out of money). One relative rumor is that the parent company may float STEAG in an IPO. The resulting company will still be larger, but they may feel motivated to resolve any lawsuits or potential licensing issues before trying to go public. FATBOY