Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 227.59

+0.7%

2:59 PM EST

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To: Math Junkie who wrote (27719)	1/14/1999 4:32:00 PM
From: Proud_Infidel	of 70976

Richard, Re: SVGI table-pounding IMO the stock is cheap because their prospects are somewhat in doubt going forward. The Japanese own the Lion's share of the lithography market(90%+ if I am not mistaken) When you run the numbers and look exclusively at them, yes I agree that SVGI is cheap. But when you look below the surface, they are fighting an uphill battle to gain acceptance and management has not proven they are in the same league with a Canon or Nikon. The following rings true for any industry, but is expecially applicable in technology: The battle does not necessarily go to the strong nor the race to the swift, but that is the way to bet. Brian Disclaimer: In '97 I owned shares in SVGI though I no longer do.

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