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Technology Stocks : Silicon Valley Group
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To: Ian@SI who wrote (1970)2/9/1999 11:37:00 AM
From: Juniper  Read Replies (1) of 2946
 
They could take the approach LSI did on their last earnings release and declare that they're now an internet company- since the internet is (and will be) a major driver for their semiconductors to be used. That spin seems more than a little silly to me, but hey, whatever works. SVGI could say that their tools are the enabling foundation of all communication on the internet. Cool!
I was checking the MS193 funding a day or two ago. As historical note, various semiconductor companies funded it in order to get the first shipments. Recently I read that the very first machine is scheduled for Samsung. If the funding is a reliable indicator, the rest will go to Intel, IBM, Motorola, and Hyundai.
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