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Technology Stocks : Silicon Valley Group

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To: David Aegis who wrote (1256)10/30/1997 12:49:00 PM
From: Ian@SI  Read Replies (1) of 2946
 
David,

Many thanks for sharing the highlights with us.

It seems as if the SVGL division is "for real". IMO, SVGI could throw away track and thermal, and still have a company worth more than today's price.

re Micrascan orders: The press release which I read for the quarterly report stated: "39 orders were received of which 19 were included in backlog." the other 20 were for delivery more than 1 year from now.
The Korean announcement that I read appears to be an order for 6 Micrascan IIIs and was not specific whether or not the order was just received in this new quarter (not included in the earnings release announcement) or whether the order was received last quarter (included in the earnings release). My WAG is the latter.

Sounds like we'll have anywhere from a few days to a few months to top up on SVGI should we so wish.

Ian.
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