Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 142.62

+2.2%

Nov 21 9:30 AM EST

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To: Sam Citron who wrote (3204)	10/30/1997 10:20:00 AM
From: Cary Salsberg	Read Replies (5) of 10921

Sam, SVGI just released a very strong Q report. Book is $17.53 and cash is between $6-7. Cash is down from almost $9 because of lithography investments and dilution from the Tinsley acquisition. It is up 1 to $28. $170M sales and over $200M orders. Orders excluded 19 of the 35 Micrascans ordered this quarter because delivery is over a year out. 19 Micracans is another $130-140M. This could be an amazing story and the report seems to confirm. Live conference call 7:30am PST - 800-475-4971 #7409113 Cary

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