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Technology Stocks : Silicon Valley Group

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To: marquis103 who wrote (808)	8/19/1997 8:13:00 PM
From: LLCF	of 2946

I bought more today....I dont know what on earth these guys are thinking...I dont think wall street understands these stocks sometimes. I mean come on...why buy ASMLF at these levels? Or AMAT vs SVGI? Apparently they are convinced that SVGI has the wrong mouse trap. Untill it starts selling that is! SVGI will have to show more bookings...thats all there is to it, an order for 25 over 2 years is hardly impressive after all...when capacity its 200 per year! I believe ASMLF has a backlog of over 100 units. DAK

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