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Technology Stocks : Silicon Valley Group

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To: Scott Maxwell who wrote (1712)	6/30/1998 8:28:00 AM
From: Bob Eskimo	Read Replies (2) of 2946

That's ok... I'm not a trader but usually hold positions for 18-24 months (except for core holdings). (I guess when 20% capital gains become available after 12 months I may shorten the low end of the range). So another year waiting for svgi is looking expensive for me, especially when there are so many other great opportunities. The timing of this slowdown seems especially bad for svgi. They seem to be loosing their lead while this segment is stalled. When/if things crank back up (6-12 months?), how is svgi going to do relative to the others? I'm beginning to think they may have missed their window of opportunity.

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