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Technology Stocks : Silicon Valley Group

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To: QKSAND who wrote (869)	8/25/1997 6:01:00 PM
From: LLCF	of 2946

Wow, lots of speculation there! < most step/scanners likely to be used in 300mm for large chips and which is 3 years away. > Maybe...and so when would they order the machines? Wow! 500 machines? If SVGI can sell 200 a year the stock is WAY undervalued isnt it? < It is one thing to have a high end machine (engineering marvel) and another to have a workhorse that most other fabs want to buy.> Since no one else has even shipped "Step and Scan" how do all the other companies brand new machines suddenly turn into these great "workhorses" and SVGI's machines are pie in the sky rocket science? DAK

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