General Lithography Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : General Lithography

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Andrew Vance who wrote (584)	9/12/1997 7:15:00 AM
From: LLCF	of 1305

Andrew...not to beat a dead horse, and I'm CERTAINLY NOT disagreeing with your assertions at all, but I really dont think anyone is saying micrascan WILL become more than it is....I for one have stated that analysis shows the stock price is saying it WONT become more than it is. <Actually, we as a group have made it out to be a big deal. We have, on numerous occasions multiplied the revenue per system by the capacity of the new Conn. facility and have come up with astronomical numbers.> This is true...but: 1.) thats the companies stated goal 2.) thats what analysts do! Again check out the valueation on ASMLF...how many new facilities to they STILL HAVE TO BUILD have to build to live up to their implied growth rate? Anyone even know? This is not to a critique...I am the first to say that I am as appreciative as anyone for you posts and help in understanding the business...in fact your comments on micrascan are probebly exactly what the stock market is saying...my input on valuation is simply an exercise to compare SVGI to the others and is based on the fact that wall street often misvalues situations like this and takes a "show me attitude" that is not always warrented. DAK

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next