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To: My Father's Son who wrote (127)	8/18/1998 7:41:00 AM
From: MrGreenJeans	Read Replies (1) \| Respond to of 15132

Sfam Ed White, analyst at Lehman Brothers, rates Sfam a buy. I know Lehman Brothers makes a market in Sfam, a conflict of interest, but his record over time has been very good. FWIW

To: My Father's Son who wrote (127)	8/18/1998 9:40:00 PM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 15132

Response re SFAM Dennis: As a long term investment, I would not have any problem adding to or establishing a position in SFAM at $17. The present situation is not good but that is exactly when you buy in this sector. You are trolling at the bottom here. SFAM is aiming for break-even and they have a terrific balance sheet and sells at a discount to book. Your risk is a time premium in that the downturn lasts longer than everyone expects. The longer this downturn lasts, the more the advantage goes to AMAT coming out of the gate. But SFAM has not lost one customer to AMAT at this point. Is it too late to sell? Never, especially if you are convinced that the money is better invested elsewhere in this sector.