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Technology Stocks : Silicon Valley Group

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To: Duane L. Olson who wrote (1342)	12/7/1997 10:28:00 PM
From: LLCF	Read Replies (2) of 2946

<. Don't the Japanese have the competivie advantage in the SEA countries, while SVGI has the competitive advantage at home?> Isn't Japans competitive advantage growing here in the U.S. too??? ie. arent Japanese steppers getting cheaper for U.S. companies to buy as (Canon, Nikon) systems are plummeting in price (dollar price) because of the "Cratering" Yen? I agree that this whole thing may be overdone...but the fact that SVGI's big competition is overseas does not give me that warm fuzzy feeling inside as I watch the dollar fly away every week! DAK

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