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

To: Billy Bob who wrote (22830)	8/11/1998 6:47:00 PM
From: John Sikora	Read Replies (1) \| Respond to of 70976

***off topic** Cossack, SFAM has arguably the best CMP tool available...Go to the SFAM thread and review Mr.Sams posts for a comprehensive analysis. I traded SFAM last year and exited the last of it @ 57 :) As capital expenditures are cut, and fabs put on hold IMO AMAT becomes more of a threat to SFAM in the CMP area in that they can bundle equipment and boost sales of their CMP offering Mirra. SFAM has excellent management and when the buying of semi equipment resumes they will do well... john