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: FJB who wrote (1601)	4/13/1998 1:19:00 PM
From: David Aegis	Read Replies (1) of 2946

Bob and All--The IBM-Acer news is GREAT!! Also good was this Semic. Bus. News article on Intel's spending plans (noting a plan to aggressively move to .18 micron): techweb.cmp.com I am a bit worried in the near term, however, that Intel will try to squeeze more production out of their existing equipment while trying to squeeze SVG for price concessions on future Micrascan orders. My notes show SVG shipping 42 Micrascans in FY 1997 (does not include a couple of machines shipped internally to the San Jose demonstration center), with 48 machines in <12 mos. backlog and another 27 machines in >12 mos. backlog heading into FY 1998. The <12 mos. backlog dropped by one machine per my notes of the FY1Q98 conference call of 1/20/98, while the >12 mos. backlog was unchanged. I suspect these numbers will drop on the upcoming conference call. Weather the storm. --David

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next