Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mr. Sam who wrote (3021)	5/26/1998 6:33:00 PM
From: Michael Burry	Read Replies (1) \| Respond to of 3736

AMAT has some bad news too: biz.yahoo.com This may add to the generalizability of the sell-off tomorrow across the semis and even possibly tech. On the heels of today, it will be interesting. But everyone keep in mind that Speedfam will have around $10 in cash. A guy on the Yahoo thread says his broker sees $14ish. That seems extreme, but hard to see why Speedfam would not initiate a buyback. If it doesn't, then I would take it as an admission of a poor prognosis from the company. Mike

To: Mr. Sam who wrote (3021)	5/27/1998 9:17:00 AM
From: Q.	Read Replies (2) \| Respond to of 3736

Updating my SFAM vs. AMAT CMP revenue table, using the guidance in the latest pre-announcement, I get the following: (The news release last night didn't break out CMP vs. other products, it just said $24 - $26 M corporate-wide, so my table below, for CMP, just has < $24 M for CMP for lack of more detailed info. SFAM 8/96 SFAM 11/96 SFAM 2/97 SFAM 5/97 SFAM 8/97 SFAM 11/97 SFAM 2/98 SFAM 5/98 guidance $16.3M $16.8 M $22.5 M $25.2 M $30.7 M $34.7 M $28 M < $24 M AMAT 1/98 AMAT 4/98 AMAT 4/98 bookings $45-50 M $46 M $75 - 80 M