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

To: James R.Gross who wrote (3724)	6/28/2002 11:09:59 PM
From: Gottfried	Read Replies (2) \| Respond to of 95515

Jim, [edited] in case you are not aware, the cyclic semi equipment data has been charted suite101.com SFAM had a huge volume spike today. I wonder if it was because of the Business Week article? stockcharts.com[w,a]dhclyiay[dc][pb50!b200!d20,2!f][vc60][iUb14!Uk7!Ul14!Ud20!Lc20!Lp14,3,3!Lf!Lah12,26,9]&pref=G Normally I don't follow SFAM. [edit add] The BW article cites a money manager who expects SFAM to earn $1 next year. Yahoo has a different consensus biz.yahoo.com The BW money manager has a large position in SFAM. Articles of that kind should be illegal [just kidding - everything is properly disclosed]. Gottfried

To: James R.Gross who wrote (3724)	6/29/2002 12:06:50 AM
From: Cary Salsberg	Respond to of 95515

RE: "SFAM should benefit." I follow 19 Semi-equips in a Yahoo portfolio, including SFAM. There are only 2 I would advise against buying, SFAM and UTEK. I don't disagree with your statements about the industry, but SFAM's large fall in market share and its poor balance sheet make it the most risky semi-equip. I have exchanged PMs with SemiBull, who likes SFAM. He owes me a technical comparison of SFAM's and AMAT's tool. Unless you understand how SFAM's tool is better than AMAT's and, less importantly, LRCX's, you have no reason to expect a profit from a SFAM stock purchase.