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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Cary Salsberg who wrote (3719)	6/28/2002 9:23:52 PM
From: Gottfried	Respond to of 95515

Cary, FWIW business Week is hot on SFAM in their latest issue. businessweek.com G.

To: Cary Salsberg who wrote (3719)	6/28/2002 11:00:43 PM
From: James R.Gross	Read Replies (2) \| Respond to of 95515

I have been following SFAM from back in the days when a guy Mr. Sam on S.I. board. He educated everyone on the equipment stocks. Equipment goes in cycles. Right after new generation of chips come on with equipment in place. Sales tend to tail off. That is when you buy the chip makers as they sell their products. Right now the chip makers are coming forward with purchases. They will expand as the market gets better. This will drive the industry. SFAM should benefit. Anybody know about Mr. Sam and what happened to him? Curious. Jim Jim