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

To: RockyC who wrote (3033)	5/27/1998 11:25:00 PM
From: SemiBull	Read Replies (1) \| Respond to of 3736

<<I'll only say that I have close intimate knowledge of the equipment industry and in particular the CMP side of things. While there is no real data yet, I can assure you I'm right.>> I can assure you that my sources have intimate knowledge of the semi-equipment industry and each would rebut the technical merits of your conclusions. With all due respect, then, I guess it a battle of your say so against mine. No facts that we can offer will change this. Opinion v. Opinion. Such is what makes a market. <The trends being observed now won't show up in a Dataquest report for at least a 1 (mid-99). The 97 numbers won't be out until July and won't truly reflect the current trends.> Which trend are you referring to? The marketshare analysis provided during SFAM's CC or AMAT CC? Dataquest's breakdown? Please be more specific is possible. Thanks much....SemiBull