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Speedfam [SFAM] Lovers Unite !
An SI Board Since May 1996
Posts SubjectMarks Bans Symbol
3736 42 0 SFAM
Emcee:  AJ Berger Type:  Unmoderated
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2911 In terms of the "competitiveness" of the Ontrak tool, I am a bit confRob-Chemist-3/26/1998
2910 Mr. Sam, Katherine, John G., and Thread: Unless I've ben reading your postSemiBull-3/26/1998
2909 Mr. Sam, the $300 M of securities NVLS will register will be enough to buy eithQ.-3/26/1998
2908 Hmmmm, indeed... KatherineKatherine Derbyshire-3/25/1998
2907 >>I don't have any information that leads me to the conclusion that SKatherine Derbyshire-3/25/1998
2906 >>Re: "On-Trak polisher is not competitive." For some reaKatherine Derbyshire-3/25/1998
2905 Re: "On-Trak polisher is not competitive." For some reason, that surInvestor2-3/25/1998
2904 Katherine, I just looked on EDGAR and found that NVLS filed an S-3 on March 16,Mr. Sam-3/25/1998
2903 Komag is now warning of a sequential drop in revenues of 55% (they already warnDavid Kuspa-3/25/1998
2902 Here is a brief article about a slowdown in CMP demand in Korea and Japan, &quoMr. Sam-3/25/1998
2901 Hello, Katherine. Welcome to our little corner of cyberspace. I've enjoyeMr. Sam-3/25/1998
2900 >>4) There continues to be a good chance that SFAM will be acquired by a Katherine Derbyshire-3/25/1998
2899 <<There have been 3 recent downgrades of EPS estimates by different analyMr. Sam-3/25/1998
2898 I finally listened to the conference call in its entirety and have only a few tMr. Sam-3/24/1998
2897 Don, <<The only positives is .... secondly many companies including SamsSemiBull-3/24/1998
2896 SFAM is sitting with P/E of 16.25 against this years earnings. Earnings growthTEColeman-3/24/1998
2895 Steve and Semi The more I think about a poss. Buyout of IPEC, the more it looDonald L. Dominicci-3/24/1998
2894 Mr Sam, There have been 3 recent downgrades of EPS estimates by different analMULIFAT-3/24/1998
2893 Nice summary, Nick. Thanks for taking the time.Mr. Sam-3/23/1998
2892 CC Notes: The conference call repeated a lot that was already in the press relNick Michell-3/23/1998
2891 Indeed, there is no way that deal would be done for cash. SFAM would not want Andy H-3/22/1998
2890 Guys, you've been spammed. That IPEC buyout was posted by someone who justJZGalt-3/22/1998
2889 Don, Just curious....why would SFAM buyout IPEC? TO get Intel business that tSemiBull-3/22/1998
2888 Hello Don I would like to offer up some questions for discussion on the threadSteve Tauscher-3/22/1998
2887 Interesting post from the IPEC thread regarding a buyout by SFAM. | ------ | ReDonald L. Dominicci-3/22/1998
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