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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: Justa Werkenstiff who wrote (4564)	4/17/1999 2:10:00 PM
From: Demosthenes	Read Replies (2) \| Respond to of 15132

Justa: <<So it was you who was moving the price on SFAM. Yes, I bought some too today. I know, I know ... AMAT is king in CMP blah, blah, blah. I am tired of it. This is analyst blather. The last drop in SFAM was due to the AMAT analyst meeting that where it proclaimed itself king of CMP once again. I am not sure that I buy this market share stuff anyway as AMAT has 250 installs and SFAM -IPEC has 1200 installs, but I do not have to know anything but that SFAM is priced for total failure here. It is less than pro-forma book. What is AMAT now? Eight times book?? Yeah, yeah I know they are two different companies. But give me a break. I disagree with the failure premise totally. AND SFAM seems better positioned in memory where the orders have been scant up to this point. SFAM is one of the best risk/reward values in the sector currently IMO.>> I couldn't name a better risk reward scenario in this sector. I think I told you that when I called IR in AZ the guy I talked to said that they were at post merger BV, the new production facility is finished and awesome and that all the employee stock options are so far under water it was fully depressing. That was exactly what I wanted to hear. I am prepared to buy another 1000 of SFAM at 11 and MTSN at 6. What is going on here with these current prices? I've heard about gifts before, but SFAM redefines the word. Looking at a 5 year price graph is astounding. It is over 80% off its all time high of over 60. Do you really think we should buy a company in this sector this far off its highs with no debt, a Cur ratio of 9 and a huge installed base at the end of the worst recession in the history of the industry? Are you sure we should rush in like this? Shouldn't we wait at least until the stock is at 25 so that we know for sure that the world will indeed not end soon? I think I'll put that buy order in right now because I'm starting to bang the table and my nurse is away when the market's closed. Rgds, D Rgds, D