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Technology Stocks : Silicon Valley Group

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To: Ian@SI who wrote (2817)6/8/2000 11:20:00 AM
From: Demosthenes  Read Replies (1) of 2946
 
Ian,

<<If they actually start selling their PGLD system rather than just talk about maybe selling some of them at some future time maybe, I might change my opinion.>>

If you read the latest 10Q it refers to LTP, which is part of the PGild technology. Laser Thermal Processing, according to my conversation with Dave Markle (CTO for UTEK) last week, is a "promising" technology that could support more applications than the more complex PGild. Lot's of patents being filed. (It's true, but doesn't generate earnings).

No shipments this year expected.

<<I might change my opinion.>>

Looks like you have lots of time to do that<<GGG>>.

Bruce was impressive at the meeting and is looking for 50% margins going into next year with mucho help from the Bump machines.

D
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