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Technology Stocks : Silicon Valley Group
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To: LLCF who wrote (1344)12/7/1997 10:53:00 PM
From: Ian@SI  Read Replies (1) of 2946
 
DAK,

Last year, SVGI had a capacity of 40 steppers. By the end of next year, they expect to have a runrate of 200 steppers. Last year, IBM and Intel essentially took all the capacity they could build.

A little delay in ramp up might be helpful.

Re value of yen: I believe equipment sales are in $ generally. Canon, Nikon are just as likely to take the extra margin in Yen as to pass along a price decrease. These companies tend to compete on functionality anyway, IMHO.

Ian.
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