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Technology Stocks : Silicon Valley Group
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To: David Aegis who wrote (1612)4/21/1998 8:08:00 PM
From: Artslaw  Read Replies (2) of 2946
 
Dave,

Thanks for the conference call notes. How did you reach such a rosey conclusion, though? B2B of 0.69, excess capacity, pricing pressures, and expected Q3 loss. These are terrible (the other seven points were neutral at best, unless they are pulling in major margin from the track and thermco divisions). They also missed their numbers by a couple cents.

Why do you feel so good about SVGI (or, so much better than any other semi cap company)? These results would indicate to me that I might be better off putting my money elsewhere, no?

Thanks for any input,

Steve
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