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Speedfam [SFAM] Lovers Unite !
An SI Board Since May 1996
Posts SubjectMarks Bans Symbol
3736 43 0 SFAM
Emcee:  AJ Berger Type:  Unmoderated
Introduction Market Data Compact
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3636Could you elaborate on Lam's success or lack there of in the CMP market. I Thomas DeGagne-12/31/2000
3635>>But my money is generally not referred to as "the smart money"SemiBull-12/31/2000
3634>> but I have yet to amass enough capital to move markets. I've beenSarmad Y. Hermiz-12/31/2000
3633"Hopefully this means knowledgeable people are buying." I have been bSemiBull-12/31/2000
3632>> The delays previously noted were in response to modifying their Avant GSarmad Y. Hermiz-12/30/2000
3631"I am just wondering whether the acceptance of the momentum tool is slower SemiBull-12/30/2000
3630>> Moreover, Momentum is not their only CMP tool offering. Are you aware oSarmad Y. Hermiz-12/30/2000
3629Joseph, I think John Wooden's style might be a little out of date for even SemiBull-12/30/2000
3628SemiBull, Too bad SFAM doesn't have a coach of the caliber of John WoodenJoseph Beltran-12/30/2000
3627Virgil, Well said. You can't maintain or gain marketshare from the gorillaSemiBull-12/19/2000
3626No, you are not alone in your thinking. If you look at the research and developvirgil vancleave-12/19/2000
3625We can all see what we want to from this PR. To me, their earnings are not nearSemiBull-12/19/2000
3624They came in at the very low end of the range....does this really surprise anyboProud_Infidel-12/19/2000
3623SpeedFam-IPEC Announces Second-Quarter Fiscal 2001 Results - Momentum IntroductiSemiBull-12/19/2000
3622Samard, thanks for your response. I have come to about the same conclusion. At tJerome-12/15/2000
3621>> Any thoughts on the mater would be appreciated. The only thought I havSarmad Y. Hermiz-12/14/2000
3620I haven't owned SFAM for a while, but they are going to report earnings nextJerome-12/14/2000
3619Sarmad, Thank you; much appreciated. Post any question you may have since speProud_Infidel-12/5/2000
3618Brian, I just wanted to tell you that I usually read (and appreciate) your news Sarmad Y. Hermiz-12/5/2000
3617SpeedFam-IPEC's Innovative CMP Technology Receives Coveted Industry Award SeProud_Infidel-12/5/2000
3616CMP may end up getting replaced by 'electropolishing' in copper processeProud_Infidel-10/21/2000
3615"It may have something to do with the switchover to Momentum." That iSemiBull-9/26/2000
3614It may have something to do with the switchover to Momentum. I really don'tIan@SI-9/26/2000
3613SHARE: Just as a matter of interest, AMAT documents show CMP share positions asJames Calladine-9/26/2000
3612Ian, Thanks for the notes. Fortunately, my position is very small.....and gettProud_Infidel-9/26/2000
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