Sam,
I definitely second your nomination. I very much respect his opinion and yours too....Am learning so many things, and with the market going totally nutso in the Northerly direction, we may soon have more money than sense ;~)....a situation I can live with.
I had SVGI scattered in 4 different accounts, and today I lightened up a little. Still holding about half of what I had. While I have mega confidence in everyone's opinions here at SI (well, not everyones, but definitely yours and Cary's) it was a comfort level thing for me. So, now the stock will go straight to the moon, as this always happens, whenever I sell stock.
From what I have learned so far about SVGI's situation, I feel they need a bigger partner. One with lots of money and expertise. Nikon, Canon and ASMLF are by no means small potatoes. It won't be easy on their own...not even close. This is part of why I thought a merger with AMAT would make so much sense. However, I have heard rumors and now it's been so long ago, I can't even recall the source, that the SVGI CEO is pretty stubborn, and I'm afraid he might not do what is in the shareholders best interests and IMO the company's best interest. While this appears to be "Off Topic", I just think the CEO is part of the puzzle here.
Nikon and Canon are currently very dominate in the stepper universe. ASMLF appears to have big connections in Taiwan, where much of the coming strength appears to be centered. These are big challenges.
This post is too long. ;~(
TS |
