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Technology Stocks : Silicon Valley Group
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To: Mason Barge who wrote (1179)10/14/1997 9:59:00 AM
From: Ian@SI   of 2946
 
To thread,

S3 was filed by SVGI today registering almost 490,000 shares for sale. Specific shareholder wasn't identified.

Couple items of interest: New 200APS track system is delayed. [big deal, IMO]

In the risk factors affecting SVGL was some interesting language indicating that several customers have an interest in purchasing its MicraScan product. Further in the S3, is a description of funding sources for a 193nm product - with at least 5 customers agreeing to provide up to $5M each. To me, this indicates that SVGI will sell whatever it can produce. Now, if only they'll start producing these suckers in quantity.... [ggg]

Also there's a mention of Cymer. Morgan Stanley downgraded CYMI on the suspicion that demand may slow; SVGI is concerned there may not be enough supply!!! I hope that SVGI is right. <vbg>

SVGL -- Sole Source Materials and Components. The raw material for a proprietary component of the optical system for the Micrascan is available from only one supplier and SVGL's projected demand will require that supplier to expand its capacity. The supplier has committed to expand its capacity to meet SVGL's projected requirements in exchange for a long-term, non-cancelable supply agreement. The agreement specifies quantities of material that increase over time and the supplier is obligated to create and store certain defined quantities of safety stock. Additionally, a version of SVG's Micrascan III photolithography system utilizes an Excimer laser manufactured in volume by only one supplier. There can be no assurance that either supplier will be able to supply the quantities of material required by SVGL.
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