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

To: w0z who wrote (3571)	6/29/2000 6:38:00 PM
From: James Calladine	Read Replies (1) \| Respond to of 3736

<<<<FROM YAHOO: CC: New machine is the big news by: judeinthesky 6/29/00 5:47 pm Msg: 3821 of 3824 There is a new machine to be announced on July 5th which will replace the 676/776 models and will feature innovative, ground breaking technology. This is described by Faubert as a major step. 100% coverage on press tour and may get a magazine cover. New tool will be able to handle EVERY type of material in the market place including copper. Semicon West will be July 12, 2000. UMC buy was for capacity from existing machines. 100M+ backlog, primarily CMP Current bookngs relfect market share in the range of 20-25%. Competition: AMAT is everywhere, LAM is invisible and Ebarra is weak. 300MM real capacity story by end of 2001. Margins have plateued and will begin to pick up in 2Q2001. Enhancements to Auriga down to .13 microns will be announced at show next month. >>>> If this news is correct, I think there should be some upside in SFAM from here, maybe a big upside! Best wishes, Jim