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Technology Stocks : Silicon Valley Group

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To: LLCF who wrote (802)	8/14/1997 10:50:00 PM
From: Ian@SI	of 2946

DAK, Couple points: SVGI has IBM / INTC as Micrascan customers today. I believe that those 2 are SVGI's to win or lose. Personally, I place substantial value on this belief. A couple months back, Cary S stated that SVGI doesn't yet have credibility with Wall Street. I accept that opinion. Until the credibility is established by producing solid numbers, SVGI is unlikely to participate in the current Semi Eqpmt mania. My conclusion is that this is more emotional than mathematical. Soros's theory that the market always misprices stocks applies. Now, it's mispriced on the low side (IMO); once the numbers are produced, it'll be mispriced on the high side (IMO). Thus I expect / hope to see much more than $60 within 2 years. If not, I probably won't get out before it sinks to $20. Good luck, Ian.

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