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Technology Stocks : Silicon Valley Group
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To: Judy Muldawer who wrote (2942)12/19/2001 11:30:52 PM
From: Andrew Vance  Read Replies (1) of 2946
 
That is true, but as you might have read, it appears that ASML is discontinuing the Micrascan. In essence, ASML is a good company that now has some additional equipment in its product offering. However, ASML share value is floundering relative to its peers like AMAT, KLAC, NVLS, etc., dragged down by the SVGI merger, IMO.

I was not pleased to see ASML takeover SVGI, because it appears now that it was a strategic move on ASML's part to eliminate the Micrascan and to get a foot into the door of INTC. IMO, ASML should just have let nature take its course. The other products involved in the merger are not exactly #1 in their respective niches and might not be viewed as strategic by major investors.

AV
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