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Technology Stocks : Silicon Valley Group

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To: Tulvio Durand who wrote (1451)	3/6/1998 3:45:00 PM
From: FJB	Read Replies (1) of 2946

RE:Note also that ASMLF is up 2X compared to SVGI today. How come? SVGI has two other divisions which account for several hundred $M in revenues. These divisions are more susceptible to the general slowdowns in cap. ex. which the industry is currently experiencing. RE:What is this machines' throughput in wafers/hour? I suspect that its throughput is less compared to that of a DUV excimer laser equipped version of the same machine (Micrascan-3). Yes, the lamp version most likely has a lower throughput. CMP and track systems appear to be the current bottlenecks however. RE:what is a reasonably good price for buying SVGI? Is SVGI a good buy right now? In the low 20s and under I think the stock is a good investment through the next up cycle in the industry. Keep in my mind, I forgot to sell my shares when it hit $38 in the last surge, so you should consider my investment advice to be worth the hard disk space it takes up. <VBG> Bob

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