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Technology Stocks : Silicon Valley Group
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To: LLCF who wrote (804)8/15/1997 12:44:00 PM
From: David Aegis   of 2946
 
Everyone: Let's not forget that SVGL recently got a large order from a large microprocessor company (that everyone assumes is Intel). Will a large order from their other large customer be announced soon? And, even without widespread enthusiasm for Micrascan, will the impending upcycle be strong enough for the market to absorb 200 Micrascans a year anyway? A sell-out of the announced Micrascan capacity would take SVGI to $1+ billion in annual revenues by 1999-2000.

--David Aegis
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