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Technology Stocks : General Lithography

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To: Juniper who wrote (406)6/22/1997 7:33:00 PM
From: LLCF   of 1305
 
Thanks so much for your great reply...this board is really helping me get a handle on SVGI. I also read with great interest your May post about Micrascans effect on EPS, thanks so much. It looks like the cost side is all important, as well of course how many they actually ship (duhh!).

To keep it simple I guess I dont see the downside in a company with 700 mill market cap about to launch a new product with estimated revenues of (200x5mill.) a billion in the new product alone...add in SVGI being a possible aquisition and it looks compelling.
I understand these companies trade cheap as a rule but I like the potential from what I see. Be interesting to see how the ramp up pans out!

DAK
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