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Technology Stocks : Silicon Valley Group
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To: SemiBull who wrote (2936)5/18/2001 4:24:13 PM
From: Paul Senior  Read Replies (1) of 2946
 
I seem to have lost my way with SVGI. The stock continues to track very closely 1.286xASML, so if I hold and the deal closes, I'm getting ASML close to ASML's current value (i.e. there's no arbitrage benefit). Not sure still if I want ASML at its current price to value. So I've sold 1/2 of my remaining few SVGI shares today.
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