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Technology Stocks : Silicon Valley Group

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To: FJB who wrote (1568)	3/27/1998 2:08:00 PM
From: Ian@SI	Read Replies (1) of 2946

After sitting on the fence for the last couple weeks, I finally couldn't resist this morning's price. Nibbled a little; and sold some May 20 Puts just in case somebody wanted to pay me to buy more. ;-) I've decided that the shortfall is probably due to the overall slowdown rather than SVGI's ability to produce tools or execute. Time will tell. Ian.

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