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Technology Stocks : Silicon Valley Group
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To: David Aegis who wrote (1302)11/8/1997 1:42:00 AM
From: Ian@SI  Read Replies (1) of 2946
 
Notes from AEA conference:

Headline: Silicon Valley Grp: AEA Update
Author: Edward C. White, Jr., CFA

* At the AEA conference Silicon Valley Group highlighted its growth
opportunities, particularly in photolithography. It is planning to grow as acceptance of DUV step-and scan tools gain in acceptance.

* The company is continuing to drive its production capacity to the 200 system per year level by 1998 to 1999. It is doing this in part by increasing the number of optical workstations to 50 from 34.

* The Thermco division may start to do better in the next few quarters. The major customers for this product had stopped buying over the past year, and they are beginning to buy again.

* Silicon Valley Group made a decision to delay its 200APS track system until the throughput could be increased. Much of this work is behind the company now.

* The recent increase in Micrascan orders is encouraging. However, we think the company has a long way to go in the process of developing a leading position in the lithography market.

BUSINESS DESCRIPTION: SVG is a leading maker of semiconductor production equipment. Its recent acquisition of Perkin- Elmer's photolithography business is a strong complement to its wafer track and furnace businesses.
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