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Technology Stocks : Silicon Valley Group
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To: David Aegis who wrote (1355)12/10/1997 8:04:00 PM
From: Ian@SI  Read Replies (1) of 2946
 
David,

I understand the feelings which this volatility causes. IMO, the story hasn't changed for SVGI, and hasn't substantially changed for the sector. Even if one assumes that the 15% represented by SEA goes to zero, the selloff has been overdone.

I'm still confident that I'll be well rewarded by sticking with a 3 year investment horizon. Now, if I could only resist looking at prices until the time's up.

Best wishes,
Ian.
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