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Technology Stocks : Silicon Valley Group

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To: Ram Seetharaman who wrote (2901)	10/2/2000 11:20:06 AM
From: Terry D	Read Replies (1) of 2946

Ram - Well, well. Good for us stubborn shareholders. As I said last week on the Yahoo SVGI thread - the people in the know were not discreet as they tried to front run this announcement. Hopefully it was Papken Der Torossian and the rest of his cronies - they are dumb and greedy enough to try it. "Mr. Der Torossian, there is a gentleman from the SEC waiting to se you in the lobby." I always wanted to own ASML - but this is not a cheap way to get it. SVGI's technology combined with smart management? I don't like the semi caps right now (not an original thought) but this might be interesting. Delay the taxes for a year. t d

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