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Technology Stocks : Silicon Valley Group

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To: Juniper who wrote (1408)1/20/1998 6:54:00 PM
From: David Aegis  Read Replies (2) of 2946
 
Juniper and All--Papken did sound reassuring on the call. He commented on the strong verbal expressions of interest he had received from manufacturers hoping to gear up for .25 micron in 1998. Nonetheless, the book-to-bill was extremely weak (around .93), so Papken may need to convert those verbal expressions of interest into signed orders in order to have the stock regain favor on Wall Street.

--David
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