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


To: w0z who wrote (3579)7/1/2000 6:39:56 PM
From: Ian@SI  Read Replies (1) | Respond to of 3736
 
Hi Bill,

I didn't remember that slide from the live conference call.

You may just force me to go through the whole presentation and see what else I missed.

Yes, it is interesting that Brad chose to highlight CMP as a gap in his company's product line. He doesn't seem to have paid similar attention to Inspection, Measurement or Test gaps.

CMP is a growing sector. SFAM would probably be attractive to several companies. I don't know whether management would be at all receptive to such an overture.

What do you think?

Ian.