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To: Trader X who wrote (12367)	2/25/1998 1:31:00 AM
From: Lord	Read Replies (1) \| Respond to of 17305

Kevin- Sorry to belabor old news but as I am new to this and thus have much catching up to do. Yes I am getting a lot of SFAM loyals commenting. So far it is SFAM 4 IPEC1. The analysts seem to love SFAM. Something is funny in Zacks though. Zacks has SFAMas a strong sell and yet none of the analysts they cover even list it as a moderate sell. Strange. I find your thread very informative. I am buying technology companies. Right now I am trying to catch up on the CMP goings on. I am most interested in 300mm since most of the 200mm partnering has already taken place. I also am concerned that there is a point where productivity of the tools (no of devices) decreases the number of tool needed thus decreasing the number of suppliers etc. so mistakes can be made here. SFAM is definitely the most lively of the bunch. Although I do understand that IPEC has a 300mm tool in beta test now. Next I am going to look into a DSL company. Talk about a free for all. Any input? DSL new fuel for fire..