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To: AJ Berger who wrote ()4/5/2000 10:03:00 PM
From: SemiBull
   of 3736
 
SpeedFam-IPEC Names Chief Technical Officer - Company Expands Management Team With Technology Veteran Saket Chadda

biz.yahoo.com 

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To: SemiBull who wrote (3549)4/6/2000 3:18:00 PM
From: SteveC
   of 3736
 
Good news on chips sales:

cbs.marketwatch.com 

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To: AJ Berger who wrote ()4/12/2000 6:38:00 PM
From: SemiBull
   of 3736
 
SpeedFam-IPEC Receives Multiple-System Order from Silterra in Malaysia

biz.yahoo.com 

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To: AJ Berger who wrote ()4/13/2000 7:06:00 PM
From: SemiBull
   of 3736
 
SpeedFam-IPEC Receives Multiple-System Order from Silterra in Malaysia

biz.yahoo.com 

SpeedFam-IPEC Receives Multiple System Order From Leading IC Maker in Korea

biz.yahoo.com 

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To: SemiBull who wrote (3552)4/14/2000 11:06:00 PM
From: Jerome
   of 3736
 
Opportunities out of chaos.

The haircut SFAM has been given since the earning report is somewhat too short, given the outlook for the next quarter.
At the current price around 14 it might be a better play to buy some options going forward. The July 12 1/2's can be had for 3 1/2 to 4. Its tough to buy in a down market like this but its the only way to recover going forward. If the current trend on SFAM continues until July. I'll be buying the October 5's :)

This has always been my worst fear. That the .coms would get their proper valuation and drag the rest of the market with it.

Regards, Jerome

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To: Jerome who wrote (3553)4/28/2000 11:42:00 AM
From: Joseph Beltran
   of 3736
 
SFAM definitely gets the award for semi-equipment dog stock of the year. Their management should be summarily fired.

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To: Joseph Beltran who wrote (3554)4/28/2000 7:03:00 PM
From: Jerome
   of 3736
 
Joe, no need for SFAM to yet rally strongly. Earnings are about 6 weeks off. I would expect this stock to get back to the mid 20's by that time. At this point the options on SFAM represent a better value than the stock. The July 12 1/2's would be my choice. They closed today at 4 1/4. The second advantage of these options is that if the stock rallies to the mid 20's then the options can be converted to stock and covered calls will yield another few points.

Have a good week-end

Jerome

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To: Joseph Beltran who wrote (3554)4/29/2000 2:48:00 AM
From: SemiBull
   of 3736
 
one man's trash is another man's treasure. :) didn't you once own IFMX? if memory serves me - and there is NO guarantee in that regard - that was the theme of several of your(?) posts back then, but perhaps i am confusing you with someone else.

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To: SemiBull who wrote (3556)4/29/2000 12:58:00 PM
From: Joseph Beltran
   of 3736
 
semi-bull, no, I have owned IFMX. I've owned BRKS since the high teens, many, many shares, and I have traded many semi equipment stocks over the past 2-3 years. SFAM stands out as a dog among them. still watching it, though. any idea when earnings (or non-earnings) will be announced?

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To: Joseph Beltran who wrote (3557)4/29/2000 1:29:00 PM
From: SemiBull
   of 3736
 
"I have owned IFMX."

I thought I remembered your insight a while back. I should note that I am a true long term investor, so perhaps my comments will pose a conflict with your investment strategies.

"I've owned BRKS since the high teens, many, many shares, and I have traded many semi equipment stocks over the past 2-3 years. SFAM stands out as a dog among them."

I ahve done well with several equip stocks too, including BRKS. My portfolio is substantially weighted in this area, so the past month is an advertisement for diversification. Too bad I can't spell it all that well. :o) From this long term investor's perspective, the Asian flu and SFAM's lack of speed in integrating IPEC gave AMAT a window and gorilla-d their way through. Having said that, SFAM is by far undervalued. As with IFMX way back at sub 5 (and even now at 10ish), the Street is in "show me" mode. Technically, their tools are very competitive and they are getting significant wins and follow ons - Samsung, Silterra and Intel. Can't give you the intermediate perspective, but if you hold for 12 months, you will be rewarded IMHO.

"any idea when earnings (or non-earnings) will be announced?"

Their fourth quarter ends something like June 4thish, and with it being end of the year, results won't be announced probably until mid-to late July. I expect the Street will start upping their estimates close to the earnings announcement (pre or post) assuming no major changes in the global economy. So, the real run probably wont start until after AMAT's earnings at the earliest.

Hope spring has hit Buffalo....SemiBull

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