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Technology Stocks
Speedfam [SFAM] Lovers Unite !
An SI Board Since May 1996
Posts SubjectMarks Bans Symbol
3736 42 0 SFAM
Emcee:  AJ Berger Type:  Unmoderated
Introduction Market Data Compact
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2736 "Sorry Jason. SFAM's not going to get bought for 7.2B or 2.7B. TheJason Leonard-2/8/1998
2735 Sorry Jason. SFAM's not going to get bought for 7.2B or 2.7B. The articlencs-2/8/1998
2734 I have a quick request to all who have seen this. It came out tonight and IJason Leonard-2/8/1998
2733 < This is at the heart of my concerns re: when will the R&D and capital LLCF-2/8/1998
2732 >>Not to be to negative here, but when I see the amateurs on Si posting bLLCF-2/8/1998
2731 <i>Competitiveness and value are not mutually exclusive. The high capex rMichael Burry-2/8/1998
2730 Your manufacturing process only runs as fast as the slowest process in it. My Steve Patterson-2/8/1998
2729 Brian thanks. 40% is still a lot. And I could be wrong but in 1996 and heck 199shane forbes-2/8/1998
2728 Re<i>? If the industry is very competitive, thereby limiting pricing fleProud_Infidel-2/8/1998
2727 Shane, Re:<i>do you have any idea of the amount of spending by the DRAM gProud_Infidel-2/8/1998
2726 Brian do you have any idea of the amount of spending by the DRAM guys in ASIA ashane forbes-2/8/1998
2725 Has AMAT ever stopped spending on R&D? If not, is this a sign they are worrDennis G.-2/8/1998
2724 Steve "As SFAM burns through their cash position, their book value will dTom O'Brien-2/8/1998
2723 >>Not to be to negative here, but when I see the amateurs on Si posting bncs-2/8/1998
2722 Re:<i>but when I see the amateurs on Si posting bullshit like 'I hopeProud_Infidel-2/8/1998
2721 Dennis-What is the estimated dollar difference in RD. Say if they went from 10John F. Poteraske-2/8/1998
2720 <i>Could it be interpreted that SFAM's management is very concerned tMichael Burry-2/8/1998
2719 >>I am actually more scared by the possibility of AMAT taking market sharDavid Kuspa-2/8/1998
2718 Thanks for the great post. MikeMichael Burry-2/7/1998
2717 Think you are right on about perception of merger news.Maurice S. Green-2/7/1998
2716 "So why isn't SFAM getting killed after the shortfall announcement?&quSteve Patterson-2/7/1998
2715 As I posted here this morning, this is a Sector to watch very carefully. Over tH James Morris-2/7/1998
2714 IMHO SFAM represents a better "value play' than AMAT although long terHoodBuilder-2/7/1998
2713 Possible. But it still doesn't explain why they didn't kill it when aftDennis G.-2/7/1998
2712 Ditto Ditto DaveDave Kahn-2/7/1998
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