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Technology Stocks : Silicon Valley Group

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To: Terry D who wrote (2780)	4/24/2000 9:59:00 AM
From: Terry D	Read Replies (3) of 2946

Even more street side double talk - with extra whitening! Elliot Rogers (I think he is still at CS/FB) has is as a hold with positive implications (Elliot thinks he is Alan Greenspan) gross margins above plan - but all due to one extraordinary item - the 193 customer settlement, need more litho customers. DLJ - neutral - need more litho customers. Ed White - at LEH - actually bumps from hold to something less than a buy but yet more than a hold. A hold with positive implications? Hold tightly? Write out order ticket but don't enter it? PS - need more litho customers. Good grief - t d

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