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Technology Stocks : Silicon Valley Group

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To: FJB who wrote (1501)	3/16/1998 2:18:00 AM
From: abcde_98	of 2946

See my comments on Yahoo msgboard. Bob, you understand some things about the company. The key point of your msg is SVG's high end technology ad demand having to pick up in this area for SVG to "recover". See my notes about ASMLF vs SVG. Too many people just do not understnd the difference btwn SVG et ASMLF as respects the wafers (ASMLF has some other business and interestingly enough someone I've been discussing stocks with over the past few months knows of a 5% owner of ASMLF - just an interesting point - doesn't mean anything.) Anyhow, see Yahoo msgboard.

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