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Technology Stocks : Silicon Valley Group

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To: Juniper who wrote (1470)	3/10/1998 11:20:00 AM
From: William Nelson	Read Replies (1) of 2946

Note how they said earnings for 2Q would be 25% low and ALSO shipments for the two quarters after that would be 15-20% less than 1Q and 2Q. And, the damage supposedly came from asia, where we thought exposure was minimal. Granted, they did imply it was indirect, through its effects on the semis. This more or less annihilates my reasons for buying this co... with p/e of 70, non-safety from asia, and falling business vs. ASML, I think I need to get out... If mgmt is just lowering expectations so things will look better later, I think they overdid it...

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