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

To: mister topes who wrote (5117)	5/13/1999 4:18:00 PM
From: mister topes	Read Replies (1) \| Respond to of 15132

Could AMAT report earnings of as much as thirty cents per share next week thereby providing shareholders with a happy report? Could backlog rise about $1.3 billion making them even happier? Next week we will know the answer. Does Wall Street already have this kind of news discounted at recent prices? Now there is a very good question indeed.

To: mister topes who wrote (5117)	5/13/1999 9:10:00 PM
From: Justa Werkenstiff	Respond to of 15132

Don: Re: "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." Yes, AMAT has the lead and will win. But one must define "win." I think AMAT can win and SFAM can still be a good investment. Re: "How many companies win a war with AMAT in an important new business area? Not very many." Correct, but in how many market segments that AMAT participates in does it have over 60% share? Maybe one. AMAT can dominate but still leave room for the little guys. Re: "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." Thanks for the information. Well, I know of at least one who plans to call in the coming days. But perhaps they are too busy writing their AMAT "buy" reports at this time <g>. Got to have them ready by Tuesday. Re: "Sounds very much like, for the moment, nobody much cares about SFAM or their "battle" with AMAT. Good luck" Thanks for the good wishes. I have AMAT as currently the largest position in my portfolio. And you are right. Nobody cares about SFAM for the moment at least. Right now, it is a valuation play pure and simple IMO.