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Technology Stocks : Silicon Valley Group
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To: semi_infinite who wrote (2904)10/2/2000 2:19:39 PM
From: Cary Salsberg  Read Replies (2) of 2946
 
SVGI has $16+ book and ~$5 cash and has been offered $2 book. SVGI was selling at a P/S of 1 while ASML is at ~10.
In a downturn SVGI goes to $8-10, ASML to $5.

My $1.59 cost should make me happy to receive a $41 offer, but I am very disappointed.

If lithography is to grow 30% per year for the next few years, and SVGI were able to continue to build on the $300M and $382M orders of the last two quarters with increased profitability and sales, the price could be multiples of $41. But, it won't happen and this company has now been immortalized as the semi-equip industry's chief DOG. BOW WOW.
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