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Technology Stocks : Silicon Valley Group
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To: Phantom Dialer who wrote (1818)8/27/1998 8:22:00 AM
From: david alexander  Read Replies (4) of 2946
 
Normally, I would agree with everything you said but this industry has already seen a slaughter and the world economy won't stop depending on technology but will become even more dependent. The surviving companies will do so because they stay ahead on manufacturing technology and R&D. SVGI has leading edge tools that INTC and others need to go to 0.18 and below. As soon as Intel place their "build exact" orders for MIII this stock will soar and I see very little real downside from here so I am buying more today and trying to catch that falling razor. I am also buying ATML and BRKS and looking at TER. I guess I am the only one on the threads these days talking about buying but that's OK by me. I don't ever recall feeling this aggressive about buying a sector before.
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