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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?


To: spiny norman who wrote (4383)1/11/1998 10:02:00 PM
From: Donald B. Fuller  Read Replies (1) | Respond to of 10921
 
>>The only other reasonably pure CMP story I know of would be Moyco (MOYC), which makes slurry. IMHO, that company's CMP story is overhyped, but you mightwant to check it out for yourself.>>

SFAM has consistently said in their annual reports that the slurry business is the lowest margin, least lucrative aspect of the CMP business.

Don