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Technology Stocks : Silicon Valley Group

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To: Sparky65 who wrote (1919)1/11/1999 6:10:00 PM
From: Ian@SI  Read Replies (1) of 2946
 
IMO, their main prospects stem from the Micrascan product line.

SVGI is still the world leader with respect to Scanners in production.

Step and Scan technology will become increasing important to throughput as feature sizes shrink and wafers expand.

SVGI was capacity constrained - less than 40 scanners per annum. For the past 2 years, they've focussed on raising that production capability to 50 per quarter.

If they can produce and sell that amount then, this will become a $100 plus stock. Otherwise, I don't see it growing more rapidly than the industry average.

JMHO,
Ian.
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