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Technology Stocks : Silicon Valley Group
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To: LLCF who wrote (795)8/14/1997 12:17:00 AM
From: FJB   of 2946
 
DAK,

I've said the same things in the past. The fact remains that they are supplying the world's most powerful semi-manufacturer with systems, so there must be some redeeming value to their products, because last time I checked Intel was not in the business of charity. The big question is how is the production ramp going. Too early to tell yet, but it probably won't hurt your portfolio to hold and see if they can do it.

Bob
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