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Technology Stocks : Silicon Valley Group
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To: Daniel Simon who wrote (1902)12/5/1998 9:46:00 AM
From: marquis103  Read Replies (1) of 2946
 
You're right about the stock. I bought a while back at 8, then sold at 12. Felt like all the semi-equips were basing and ready to move some more, so I bought a couple back, one of which was SVGI at 12 3/4 a little over a week ago. Since then an announcement was made that they will have another terrible quarter, and of course, there's the news that Intel is lobbying for ASMLF (and their stock has been great). This creates the uncertainty of wondering if Intel is still as close to SVGI as it once was. I originally thought that with a little patience, it was a given that this stock would go into the 20's. That doesn't seem too realistic, at least for the short term. I do wonder, with industry consolidations, if SVGI will be swallowed up. Could make a few bucks that way. Just my $.02
Russ
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