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Technology Stocks : Speedfam [SFAM] Lovers Unite ! -- Ignore unavailable to you. Want to Upgrade?

To: Mr. Sam who wrote (3390)	5/8/1999 11:39:00 PM
From: Lex Luther	Read Replies (1) \| Respond to of 3736

I would definitely agree with your assessment that we have to be prudent when digesting information like this but I do have a source that works as a process engineer in Phoenix at TEL, (it used to be MRC but TEL took them over from Sony about two years ago) and they have a big operations center there in Chandler I believe and he said a bunch of fat cats from Austin were coming in for a meeting but they never stayed at the TEL facility that long. Well anyways they were in and out but they were the same guys that did the due diligence for TEL when they did the MRC takeover. There are a couple of semi equip co's based in Phoenix like CRPB and ASM Litho so they could have been there for a number of things. But everything was hush, hush so who knows what they were there for. Mondays action will tell us allot!

To: Mr. Sam who wrote (3390)	5/8/1999 11:56:00 PM
From: Lex Luther	Respond to of 3736

I agree with your breakdown of the situation, but one thing stands out in my mind and that is Dataquest has projected the total cu CMP market at $1.7 billion in 2003, which would give a co. like SFAM huge growth potential in that particular segment of the market. I would have to say that they are the present leader in cu CMP and they would be able to get at least 50% of the copper business during that time frame. AMAT is not quite up to speed with cu but they probably will be very soon, but can SFAM possibly ramp up to that kind of annual revenue growth with their present infrastructure? I don't think so, and it is very possible that this is a prelude to some type of merger or takeover based on that principle alone. The key word is "enabling technology", and that is exactly what SFAM has to offer a potential suitor! They do have strong ties in Japan so it wouldn't suprise me to see someone from there interested in getting into the CMP business. But I believe that is why Richard Hill(NVLS) and Kenneth Levy (KLAC)are both on their board. Time will tell but if you crunch the numbers with NVLS and do a stock swap of say 2 to 1 then I could easily see the new co. earning $2.00 to $2.50 per share in 2003. That would be a nice return.