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Technology Stocks : Silicon Valley Group

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To: FJB who wrote (1808)	8/23/1998 9:54:00 PM
From: LLCF	Read Replies (1) of 2946

< Intel seems locked in as a customer.> It is amazing the difference in value (PE, price/book, whatever you like) between SVGI and ASMLF considering that SVGI has INTC's business isnt it? I mean, whos customers are more likely to lean on "the edge" quicker... SVGI's (INTC) or ASMLF's??? Hell INTC's entire corperate culture is based around getting their first... half of ASMLF's customers may "fold" and leave the table right? DAK

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