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Technology Stocks : Silicon Valley Group
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To: Ritz who wrote (444)5/9/1997 5:32:00 PM
From: Cary Salsberg   of 2946
 
Ritz,

RE: "What the hell is the market thinking? Are they afraid of unsold Micrascans sitting in warehouses?"

I am long SVGI and I have been talking about its HUGE upside potential for about a year. I think the operative word is POTENTIAL. Now that SVGI has the facilities required to build 200 Micrascans/year, the question is can they build, deliver, and support 200 production Micrascans a year. The market, the herd that runs the funds, stears clear of uncertainty. If SVGI succeeds, it will bring their revenue close to the $2.5B target stated by management and it will drive the price OVER $300/share! IF!

Cary
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