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Technology Stocks : Silicon Valley Group

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To: Ian@SI who wrote (1463)3/8/1998 9:40:00 PM
From: LLCF  Read Replies (1) of 2946
 
<IMO, SVGI will sell ever step and scanner they can manufacture. The machines, rather than the orders, are the scarce resource.>

This is certainly what the company has been saying as well... and I've heard "rumblings" that their other divisions have new product coming out that is supposedly getting good reviews???

All that said... why did Carl Johnson over @ "Infrastructure" see his SVGI, and buy ASMLF???? I still haven't really heard his reasoning and I subscribe!

DAK
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