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Technology Stocks : Silicon Valley Group

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To: Ian@SI who wrote (443)	5/9/1997 2:44:00 PM
From: Ritz	of 2946

Ian: They have been talking about this new facility for some time. I'm glad to see it's finally open. With production finally starting to ramp up, we should see more of the Micrascans that are being ordered showing up on the backlog. What were the results last quarter? 19 Micrascans ordered, but 11 were not listed on the backlog becaure their delivery dates were more than a year off. That's like 65-75 million dollars worth not listed just last quarter. And then the market sold off because the book-to-bill was .91. Insane. You're right about the numbers. I don't see how they're not going to triple revenues over the next two years. What the hell is the market thinking? Are they afraid of unsold Micrascans sitting in warehouses? It's a thought that almost makes me laugh. I'm already quite long this stock, but the more I look at it the more I think it's not long enough. I'm sitting on a pile of cash from dumping Intel earlier this week (after holding it for 7 years). I'm looking for one more chance around 20 to start buying again. With some patience I expect we're going to make a real killing. -Ritz

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