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

To: Joseph Beltran who wrote (3657)	6/26/2001 7:53:39 PM
From: James Calladine	Respond to of 3736

Joseph, what an unbeliever you are! Witness: 1) They ARE uniquely positioned. Nobody else has their products! 2) Sale and leaseback of premises IS a superior way to go when they are going to "accelerate production" because production is greatly accelerated when you can pay for the parts! I could go on, but I'll spare you that. Having said that, it MAY happen that they get one or two major customers for their flagship device and they MAY on the strength of that get some more, and so on. However, I imagine their competitors will just say: "yeah, they have a nice box, with a few features, but what use is that going to be to you when they go belly-up.....?" Namaste! Jim