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

To: Ian@SI who wrote (3602)	9/9/2000 12:22:03 AM
From: Kirk ©	Respond to of 3736

To semi and Ian My 2¢ worth DISCLAIMER: I own AMAT, LRCX AND SFAM with majority of money in first two. It might be that with their business at capacity, LRCX and AMAT might be concentrating more resources on higher margin business at the moment and that would include management attention. Another idea is that they ALL could be looking at different customers and it might not be "crowded enough" to run into each other yet. Sort of like hiking in a forest...there could be other hikers but you don't often run into them. Maybe they concentrate efforts where they have good relationships and will get help developing the tools before they sell to a wider audience? Start-up problems are normal. When you are mostly a "one trick pony" the consequences can hurt as we saw today. Congratulations on a wonderful bottom fishing trip buying at $10 in after hours and selling at $14 later on! BRAVO! Have a good weekend. Kirk out

To: Ian@SI who wrote (3602)	9/9/2000 8:57:17 AM
From: James Calladine	Read Replies (1) \| Respond to of 3736

IAN: Thanks for this post, which I found intelligent and well balanced--and scrupulously HONEST, I think, about your views and how you come to them (something I have encountered from you many times over on other threads). For my own part, I am not in SFAM at the moment,but have been at various times in the past. I have to guard against the bottom-fisher in me, because my experience very often is that I am not only a bottom-fisher, but an EARLY bottom-fisher. And then I wait around for a while, get frustrated, and move on. By now I had wanted to see Momentum through trials, satisfying customers and cranking big future orders. So at this point I would prefer to wait until there are more signs that this is actually about to happen and ride SFAM from that point (which should then be a good ride). Meantime, for the more patient, I still see SFAM as a worthwhile play, but requiring more patience than I seem to have, presently. Best wishes, Jim