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

To: Q. who wrote (3031)	5/27/1998 2:29:00 PM
From: LPasko	Respond to of 3736

It looks like the dire predictions for SFAM today will not come true. I suppose that $18 book value is creating a floor.

To: Q. who wrote (3031)	7/3/1998 7:23:00 AM
From: Q.	Respond to of 3736

Updating my SFAM vs. AMAT CMP revenue table, using the latest SFAM announcement, and Carl Johnson's report on what an analyst said about AMAT's latest bookings I get the following. Judge for yourself, but I think the last quarter looks like a total disaster, nor do I see anything consistent with mgmt.'s claim of a 20%+ market share in 1998: SFAM 8/96 SFAM 11/96 SFAM 2/97 SFAM 5/97 SFAM 8/97 SFAM 11/97 SFAM 2/98 SFAM 5/98 $16.3M $16.8 M $22.5 M $25.2 M $30.7 M $34.7 M $28 M $ 7.4 M AMAT 1/98 AMAT 4/98 AMAT 4/98 bookings $45-50 M $46 M $75 - 80 M