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Technology Stocks : Silicon Valley Group
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To: EACarl who wrote (457)5/12/1997 9:10:00 PM
From: Cary Salsberg   of 2946
 
Eric,

RE: "Is buying SVGI primarily a bet on their future in Lithography and thus the Micrascan? Do you feel fairly confident in this products success?

Yes, it is a bet on the Micrascan, but it isn't an all or nothing bet because SVGI is very cheap and the current price probably can be supported by the other 2 divisions. I am not fairly confident. If I were, with the "10-bagger" potential, I would mortgage the house, but instead I have bought it as one of eight.

Cary
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