The comments I made to you regarding UTEK in no way, shape, or form was meant as a comparison of the two companies head to head. I was just talking steppers. If you gave me unlimted funds and I had to invest in one company between the two, it would not even be a close decision, it would be SVGI.
Please forgive me if I led you to believe UTEK could even be considered in the same league as SVGI. My comment was directed at marketshare for all of the top exposure tool providers. SGVL's marketshare right now is so small relative to the 500lb gorillas, that a lowly company like UTEK, with their ISI stepper, could impact SVGL. Key word is could and it was never my intention that UTEK would bury SVGL.
And yes, SVG did expand capacity but they once had capcaity to do 200 or more systems and neve rutilized it. SVGL has an uphill battle which they might be succeed at, but they have to overcome some "prior bad acts" <GG>.
Right now, to be honest, we have SVGI in a mutual type fund of stocks we have expectations for. the fund is up close to 40% YTD, with SVGI not a significant reason for this gain. we are viewing it as a provider of furnaces later this year and as an "overflow" provider of Micrascans when the top players begin to get stretched to lead times that are unacceptable to companis that cannot wait. From there, SVGL made cultivate and grow marketshare.
I did not mean to give you the impression that the Micrascan was a pipe dream but rather something that will have fits and starts going forward. But I still believe that SVGL will have gorwing pains taking care of a limited customer base.
AV |
