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Technology Stocks : Silicon Valley Group

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To: Terry D who wrote (2777)	4/21/2000 6:39:00 PM
From: Terry D	Read Replies (2) of 2946

More street side double talk- Bear - 40 target, likes to see customers other than INTC for scanners. Merrill - 32 target, terms SVGI "high risk, high reward" - so now 23% is high reward? MorganStanDeanAtchisonWitterDiscourse - neutral. Big help. C2000 eps - 1.38 C2001 eps - 2.20 - sees too much reliance on INTC (give the man a cigar), which is fucking up margins, which remain WELL below industry average, needs to stop talking about new, high margin products and RAMP THOSE PUPPIES! SGCowen, MD - neutral - while gross margins (see above) were 42.2% or 20 bps above Dr. Cowen's model, upon further review, they still suck. C2000 eps - 1.39 C2001 eps - 1.85 Put that in yer Easter bonnet. t d

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