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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 (5103)	5/12/1999 9:27:00 PM
From: Demosthenes	Read Replies (1) \| Respond to of 15132

Justa, Did the SFAM CC happen long enough before the close to allow people to vote in the market? Or will the selloff happen tomorrow? Do you think it's time to sell? Rgds, D

To: Justa Werkenstiff who wrote (5103)	5/12/1999 9:28:00 PM
From: Kirk ©	Respond to of 15132

Sounds familiar. I wonder if he shares tips with Art Z. on how not to excite analysts? It is a shame we can't hear what was said and have to get second hand smoke. I woder if they'll just dump or give a reasonable story then sell their shares before it tanks? Maybe good stuff was said and we are clueless and they buy many shares for the future. Spinning in the wind! A letter to Levitt might make my agenda.

To: Justa Werkenstiff who wrote (5103)	5/12/1999 10:10:00 PM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 15132

SFAM NOTE I am looking at a note from SSB. Before the cc, they modeled FY 00 revenue at $179m. SFAM guided today FY 2000 from $270m to $285m. At first glance, revenue projections don't look half bad relative to the company's stock price. I find it interesting that first quarter sales are projected to be $49m to $52m. So right there using that figure as a run rate, we could project about $300m in annual revenues starting in the June to August quarter.

To: Justa Werkenstiff who wrote (5103)	5/13/1999 4:10:00 PM
From: mister topes	Read Replies (2) \| Respond to of 15132

Sometimes you get the distinct feeling SFAM is locked in a battle for CMP business with AMAT, and the battle may turn out to be a losing battle for SFAM. How many companies win a war with AMAT in an important new business area? Not very many. Heard from a semi analyst today that only about 20 players showed up for the SFAM conference call, and that after the call only one of the twenty bothered to followup with a call to management for further information. Sounds very much like, for the moment, nobody much cares about SFAM or their "battle" with AMAT. Good luck.