Silicon Valley Group Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Silicon Valley Group

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: David Aegis who wrote (1509)	3/18/1998 2:02:00 PM
From: FJB	Read Replies (1) of 2946

David, RE:Anyone with thoughts on shorting ASMLF as a means of limiting risk/hedging a long term position in SVGI? I think downside on SVGI is very limited. Not like Book Value is some inviolable, but how many profitable companies trade at book? Not many. Although I was picking on some shorts over on the ASML thread the other day, the stock does seem ripe for a good correction. Their growth projections for this year seem based on some tenuous financing, but I wonder why analysts aren't aware of that(maybe the financing is solid?). RE:What makes ASMLF so attractive that it has held up near its all time high while the rest of the stocks in this group got bombed? They are expected to grow pretty strongly this year, but again there is that Korean financing thing. They've also been added to the Dutch equivalent of the DOW or something like that???, so they have to be included in index funds. ASMLF looks pricey, but is expected to grow much faster than the sector. If any part of their financing falls through or they have some negative comments about business conditions, the stock is going to get hit hard. Quality company with a stock that has gotten ahead of itself. IMHO, Bob

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next