Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: SemiBull who wrote (3641)	1/1/2001 5:46:33 PM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 3736

SemiBull, Thanks for a very well organized comparison for equipment vendors. I was amused to see COHU is right there in the valuation ditch with SFAM. Needless to say, COHU is my other big holding in Semi's. It seems there is deep value bargains everywhere we look.

To: SemiBull who wrote (3641)	1/14/2001 3:02:31 PM
From: ELH1006	Respond to of 3736

SemiBull, have you ever followed TRKN? They are the old Plasma and Materials equipment company that pulled their operations out of the US some years ago and moved to the UK. After suffering for a couple of years, they appear to be making a strong comeback and their stock seems like a good bargain at $11.50. They have been beating earnings estimates and actually earned .61 last quarter. Their book to bill was 1.4 at 9-30-00 and they recently received another order from ANAD. I used to have a small position about two years ago but have not followed them lately. Any thoughts would be appreciated as I am tempted to buy back in at this price level. Eddie