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: SemiBull who wrote (3359)	4/21/1999 10:37:00 PM
From: CBJR	Respond to of 3736

Attention Short sellers! Warning message from a sales manager of the industry. It's time to buy back semi equipment stocks. AMAT, NVLS, KLAC, TER, LRCX, KLIC, those guys were leading group. SFAM, SVGI,EGLS,ASYT,CYMI,PRIA,BRKS,DPMI,PLAB, these guys will catch up fast. Check the highest price in '97. For example, SFAM was $50+ stock. Get them before mutual fund guys jump in. Don't underestimate Mar.Book-to-Bill ratio(1.3)of the industry. Don't be confused with CPQ,DELL and INTC's business.Don't be confused with the recent DRAM price trend either. 50% of current business is coming from Asian countries. They(Samsung,NEC, Hitachi and Taiwanese) are expanding aggressively to prepare the next Semi cycle after post-Pentium generation.