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Technology Stocks : Silicon Valley Group

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To: Cary Salsberg who wrote (840)8/22/1997 10:19:00 PM
From: Teri Skogerboe   of 2946
 
Cary,

> In both cases, future earnings visibility appears clouded and the street wants no part of it.

I vividly remember thinking that the best bargains would likely happen when visibility was very, very "muddy", and that I should see this as an excellent opportunity to "Buy Low", as long as I believed in the long-term future of the company.

This is my problem with SVGI. I am unsure of its long-term future.
I would feel more comfortable with them if they were more open with regards to releasing information. They seem very "shy" about letting investors know what is happening. Why does no employee of SVGI ever post here? We don't even have an ex-employee who posts here that I know of. Maybe this stems from the shareholder "unrest" in the past.

Regards,
Teri
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