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

To: FLSTF97 who wrote (3412)	5/31/1999 1:45:00 PM
From: SemiBull	Read Replies (1) \| Respond to of 3736

<This should allow AMAT to lock up the IP on web format. You can assume that if they consummate the acquisition, AMAT will aggressively protect the new found IP to the detriment of SFAM.> AMAT followers better hope Obsidian has already done so OR that their lack of doing so factored into their valuation. It would be a shock to me if any of Obsidian's intellectual property that has not gotten proper attention from Patent Counsel hasn't crossed hairs with section 102 of Title 35, regardless of AMAT's deep pockets. Besides, the US is still a first to invent country with one year bars or limits on patent protection due to commercialization (on sale) or public use among other things. Am I misunderstanding your point? SemiBull

To: FLSTF97 who wrote (3412)	5/31/1999 11:01:00 PM
From: Kirk ©	Read Replies (2) \| Respond to of 3736

So... Let me see if I get this straight. SFAM went to $17 on its own as a valuation play then the news of AMAT buying Obsidian was seen as negative to SFAM and its stock went back down? My new thought.... Often a small, niche company can make great gains in market share when larger companies are limited by a long backlog and other more profitable business to invest in. If AMAT and Lam are pretty much sold out on capacity, then there is room for smaller companies to step in even if they don't have the best product - they make up for it with support and responsiveness. This requires that the recovery is real and semicap orders will continue to grow... Just mutterings to stir discussion. thanks Kirk out (Long AMAT, LRCX and SFAM and sometimes will admit to UTEK)