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Technology Stocks : Silicon Valley Group

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To: Cary Salsberg who wrote (449)5/11/1997 12:54:00 PM
From: Rick Storm   of 2946
 
cary, could you go over the microscan competition; it seems like asmlf is one; cant figure out that in this downturn, that the price and pe is so much higher than svgi---also what is a realistic forecast for yearly sales and support of microscans; how many does each fab need?? thanks, hope these questions aren't too uneducated11
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