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Technology Stocks
IPEC - #1 in CMP?
An SI Board Since April 1996
Posts SubjectMarks Bans Symbol
757 8 0 IPEC
Emcee:  Philip H. Lee Type:  Unmoderated
Introduction Market Data Compact
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57 Alton, thanks for your objective responce to my rebuttle. As a three year partAJ Berger-5/12/1996
56 The 372 systems have had a lot of wafer handling problems. My company hasn'Morgan Chu-5/12/1996
55 Yes you are right, we are using the older Westech 372M model. As for the servAlton Bush-5/12/1996
54 I agree with you and Joseph, spreads on the NASDAQ are terrible but since most Thomas DeGagne-5/10/1996
53 Vaya con dios amigos. I'm outa here & onto the SFAM & AMAT threads.Donald B. Fuller-5/10/1996
52 I think it's well understood that IPEC has maybe a year before AMAT with ONAJ Berger-5/10/1996
51 I've been a technician working with IPEC machines for several years now forAlton Bush-5/10/1996
50 Matthew, SFAM's prospectus says 40-45 wafers/hour given 2 minute polishingDonald B. Fuller-5/10/1996
49 Analyst earnings estimates for IPEC: Yr ending 6/96 - 0.80 Yr ending 6/97 - 1.Philip H. Lee-5/10/1996
48 Just inviting all SFAM posts over to our own topic; IPEC shareholders have enouAJ Berger-5/9/1996
47 IPEC is in bed with Intel, so you can bet their recent orders included some to Mr. Sam-5/9/1996
46 0.35 micron processing requires CMP at 9 layers in my model; 0.25 micron requiMr. Sam-5/9/1996
45 Mr. Sam How does SFAM's 5 head machine compare to the announced IPEC AvantMatthew Dickinson-5/9/1996
44 More info please Mr. Sam: Have you been away from this strand for a while? I ForYourEyesOnly-5/9/1996
43 SFAM's disk-drive related business segment is intriguing. I will do some rePhilip H. Lee-5/9/1996
42 Philip, With a small SFAM market cap, a hot new product ( CMP-V ) , and a fastDean Brooks-5/8/1996
41 IPEC GOOD NEWS For all you IPEC stock holders, the company had good news todayDean Brooks-5/8/1996
40 AJ, The SFAM market maker is back up to his old tricks.... 3/4 point spread. TDonald B. Fuller-5/8/1996
39 Philip, Thanks for your reply. You make me feel better about scarfing up a fewDonald B. Fuller-5/8/1996
38 Donald, on SFAM and AMAT I'm not an expert authority as to whose CMP machiPhilip H. Lee-5/8/1996
37 Philip, While I understand your basis for calling SFAM too small a CMP player,Donald B. Fuller-5/8/1996
36 Very astute analysis. LAolduser-5/8/1996
35 SFAM and note on Accent Software (ACNTF) SFAM is too small a CMP player in my Philip H. Lee-5/8/1996
34 Dean, Thanks for the note re: the SEG/SFAM deal. I like SFAM plenty - think itDonald B. Fuller-5/7/1996
33 I think I got that market maker BUSTED. The next day the stock traded from belAJ Berger-5/6/1996
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