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Technology Stocks : Silicon Valley Group
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To: Terry D who wrote (2774)4/20/2000 12:21:00 PM
From: Terry D  Read Replies (2) of 2946
 
CC notes -

Hammered on product and geographic breadth "we are not a one trick pony."

INTC 50% of revenues

15 million operating profit
Bookings at record levels.
BTB huge at 1.5-1
Bookings 50% litho 35% thermal 15% track.
"" - 35% outside US, 26% Asia

cycle times 10% improved - 37 week aggregate

R&D 33 million - 16% of sales, 7-10% seq. growth expected in Q3, Q4

Procell - this is seed year - will only send to limited # of customers
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