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Technology Stocks : Silicon Valley Group
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To: Ritz who wrote (1969)2/9/1999 9:30:00 AM
From: Ian@SI  Read Replies (2) of 2946
 
Ritz,

Have you been diagnosed as anything? Perhaps, manic - depressive? ;-)

I've never seen such a switch in so few posts.

Seriously, while the story you tell is true, and even a little conservative in places, it would appeal to a very small subset of the investment community that understands the Semi Equipment business and also has a solid appreciation of the chip-making processes.

There's just nothing sexy about making lithography tools. Even adding a .com to SVGI won't do the trick.

So given our story, we're just going to have to wait for the earnings to materialize before the price pops up.

FWIW,
Ian.
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