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Technology Stocks : Speedfam [SFAM] Lovers Unite ! -- Ignore unavailable to you. Want to Upgrade?


To: Joseph Beltran who wrote (3554)4/28/2000 7:03:00 PM
From: Jerome  Respond to of 3736
 
Joe, no need for SFAM to yet rally strongly. Earnings are about 6 weeks off. I would expect this stock to get back to the mid 20's by that time. At this point the options on SFAM represent a better value than the stock. The July 12 1/2's would be my choice. They closed today at 4 1/4. The second advantage of these options is that if the stock rallies to the mid 20's then the options can be converted to stock and covered calls will yield another few points.

Have a good week-end

Jerome



To: Joseph Beltran who wrote (3554)4/29/2000 2:48:00 AM
From: SemiBull  Read Replies (1) | Respond to of 3736
 
one man's trash is another man's treasure. :) didn't you once own IFMX? if memory serves me - and there is NO guarantee in that regard - that was the theme of several of your(?) posts back then, but perhaps i am confusing you with someone else.