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: MULIFAT who wrote (3108)	7/12/1998 8:44:00 PM
From: SemiBull	Read Replies (1) \| Respond to of 3736

Mulifat: Are you referring to the article entitled "Rivals Novellus and Applied Materials Going for the ... Copper"? SFAM's oversight shouldn't be of concern IMHO. The writers for IBD are not tech heads, nor are they superbly familiar with the sector. Now, if Carl Johnson wrote the article, my eyebrows might be raised in fact. SFAM will or will not sell out....depending on a whole bunch o issues that are obvious (what price) and some that are not so obvious (whether management wants to go it alone, whether they think they can raise the stock price higher by themselves, and whether they view SFAM as their child....not wanting to let go - not so likely). Somehow or other, I would think we will see SFAM sell at some point....they are too attractive to let sit around....so the only question is what price. On this point, I suppose management will not settle for less than the last public offering - about $52/share. Only time will tell....Semibull