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Technology Stocks : Silicon Valley Group
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To: Shankar Kumar who wrote (2517)12/24/1999 3:08:00 PM
From: Qualified Opinion  Read Replies (2) of 2946
 
See previous message # 2516 and the following technical and fundamental reasons.

Quality semi-equipment makers are selling at eight times the annualized revenue run rate of their last reported quarter.

Svgi is selling at the fraction of .78 of the annualized revenue run rate. Reported revenue of $189 million in the Sept. 99 quarter. Strong sequential revenue growth over the last couple of quarters. Svgi has 34 million shares outstanding.

Svgi is selling at 1.1 times book value and four times cash.

Svgi should have a strong book-to-bill ratio and a huge backlog.

Svgi is investing an annualized run rate of over $132 million in research & development.

Svgi just received a $100 million dollar order for their new high throughput 200/"300" mm High NA 193nm lithography tool. Expect more orders.

Their superior Photoresist high throughput 200/"300" mm Procell tool was just released. This is their return to the high end track market. They are currently shipping beta units of this patented process tool. Expect orders to follow.

Analysts firms following this stock are the biggest and best in the industry. Substantial buying firepower on the sidelines. These analysts will probably be increasing earnings estimates soon.

Svgi largest customer is Intel who owns close to a 5 % equity position.

Svgi completed a basing period which lasted a couple of years. Weak money has been shaken out over this time.

Svgi has a very bullish chart pattern and is still dirt cheap.

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