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Technology Stocks : Silicon Valley Group

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To: James Calladine who wrote (2848)	7/18/2000 10:50:52 AM
From: Terry D	Read Replies (1) of 2946

Before we start frothing at the mouth, let's examine the situation: 1. Rumour - "INTC placed a 100 system order." Well that is a nice story. 2. NVLS - got the earnings season off to solid start. 3. SVGI - reports Thursday before the open. Analysts are looking for sequential bookings growth of 5-10%. Seems low - but there is a tough comparison with the March number. The eps number is low 30's - I have seen 30 cents to 36 cents. The whisper number is around double that. So today we are selling down a little - NVLS AMAT everybody. So how much of the afore mentioned good tidings are already priced into a 32 dollar SVGI share price? Most of it. The order from INTC is the crux of the story - and as we know - management will likely not be in the mood to give details. t d

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