| Moderated By: AJ Berger -- (Not Moderated) -- Started: 5/9/1996 8:23:00 PM Revision History |
There are SFAM notes scattered around that I'd like to attract here
for the benefit of those who may otherwise not find this information.
As a former IPEC holder (in 22, out 27 ) I feel modestly qualified.
There are several excellent CMP aware posters on these boards, and
we hope they will continue to contribute their insights here. My
reasons for buying this stock are how low their P/E is compared to
competitors like IPEC, AMAT, and ONTK. Their sales and revenue are
growing at a faster rate, and they have a smaller, closer to the vest
float then anyone else. I believe that their late June quarterly
numbers will be about 0.60 based on their current momentum which now
appears unstoppable. Most tech heads on this board agree they have
a product to be reckoned with, and SFAM has diversified well into the
Hard Drive market with their recent Seagate deal, making them less
dependant on the weaker semi-conductor markets. They are providing
cuttin edge (.35 & .25 micron ) products for all those semi's that now
will need to retool, in order to remain competative. We're only 20%
up from the recent ( 10/95 ) IPO price, and soon a major brockerage
house (Opphenheimer) will decide to "cover" this issue and blow the
lid off its old high's well into the 20's while still maintaining a
P/E as ridiculously conservative as AMAT's. Let's run with this one
boy's before the Motley Fools steal all the credit before late June.