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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: John Sikora who wrote (22828)8/11/1998 6:32:00 PM
From: Billy Bob  Read Replies (1) | Respond to of 70976
 
It seems the same thing for Speedfam and AMAT. I invested in a hedge fund and the manager told me that SFAM thinks AMAT is probably one of the finest run companies in the world. That is quite a compliment but shows how hard the Asian nightmare is hitting these stocks. I own AMAT but this fund is accumulating SFAM and making it one of the largest holdings. Anyone got any clue about SFAM.