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Technology Stocks : Silicon Valley Group

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To: A. Wayne who wrote (2906)	10/4/2000 9:21:16 PM
From: Jerome	Read Replies (2) of 2946

With a little patience, about 4 weeks to be exact, SVGI will be somewhere between 40 and 50. Here is my interpretation of the near term future. ASML on Sept 1 was trading about $41.00 per share. The stock markets in Europe are having a terrible year. (with the exception of the Swiss and Norway) This could be because of the decline of the Euro vs the dollar. Of this I'm not positive. With any recovery in the European stock markets ASML will do just fine. Dominant players usually command a premium price to their peers, and ASML is now the dominant player in this market. ASML has a distinct advantage over SVGI when it comes to trading. It trades on two markets. (European and USA). With any kind of tech rally this month ASML will carry SVGI higher than previous expectations. Regards, Jerome

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