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

To: SemiBull who wrote (3558)	4/30/2000 12:27:00 PM
From: Joseph Beltran	Read Replies (1) \| Respond to of 3736

semi-bull, sorry, I meant to say that I have never owned IFMX. I will look into it, though. Thanks for the earnings info on SFAM. I am definitely in a "show me the money" mode with respect to SFAM and I think that is also the prevailing view among analysts (not that I much care about what they have to say). If I had confidence in th performance of SFAM management going forward I might agree with you that SFAM in undervalued here but as it stands right now they (SFAM management) has simply not shown me anything which would deserve a vote of confidence. we are in the biggest and baddest upcycle that this industry has EVER seen and SFAM is still in the red. what makes you so positive about their future performance to claim that it is undervalued here? regards.