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Technology Stocks : Silicon Valley Group
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To: FJB who wrote (1980)2/15/1999 8:39:00 AM
From: Ian@SI   of 2946
 
Bob,

I doubt whether anyone who has seen the contributions that you've made at SI would "flame" you.

Yes, the loss of Motorola, if in fact it's a loss, is a big time disappointment. It would be nice to understand the reason for the loss before making a final decision.

Somehow, now as the up leg is about to begin, with all the "seeding" work done by SVGI doesn't seem to be the right time to sell SVGI below its book value.

Time will tell. ... and I suspect it will be much less than a year before we know with certainty which way this one's going.

Ian.
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