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Technology Stocks : Silicon Valley Group
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To: LLCF who wrote (1829)8/30/1998 12:02:00 PM
From: david alexander  Read Replies (1) of 2946
 
Its funny when we feel good about only losing a few fingers. I am very positive on the longer term outlook for SVGI because of the technology. Even if SVGI management can't make it happen a stronger player such as AMAT or Nikon could make it happen. With their cash on hand they look very attractive as a value play at this time. Of course, I felt this way several months ago and look what happened. Do you know anything about the activity in Dec calls last week and the week before?
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