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Technology Stocks : Silicon Valley Group
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To: Cary Chubin who wrote (695)7/18/1997 2:02:00 PM
From: Cary Salsberg   of 2946
 
Cary,

RE: "How can we assess whether SVGI is winning or losing this war?"

In an environment where Nikon, Canon, ASM Lithigraphy, and SVGI can't keep up with demand (12-18 month lead times holding) and in which technology increments are happening ever more rapidly, it is not certain that there necessarily will be winners and losers.

Cary
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