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Technology Stocks : Silicon Valley Group
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To: David Aegis who wrote (1612)4/21/1998 3:09:00 PM
From: Kevin Firth  Read Replies (1) of 2946
 
Thanks for posting your notes. Any indication from management about which quarter the industry upturn will occur?

Did they specifically state the Micrascan production rate? In the Oct 97 conference call, they said they had 35 test bays and planned to have 50 by the 2nd half of 1998. According to today's call, they have 37 bays now. Doesn't seem much of an improvement going from 35 to 37 bays unless cycle times are way down.

Kevin
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