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Technology Stocks : Silicon Valley Group
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To: Ian@SI who wrote (1990)2/20/1999 8:33:00 PM
From: Justa Werkenstiff  Read Replies (1) of 2946
 
Ian: I attended that session at SEMInvest and, unfortunately, Dehana's picks in this sector did not include SVGI. I see the press release was done by SEMI and not Morgan Stanley Dean Witter. SEMI wants to get all their members exposed. Dehana's picks were ASMLF, CYMI, DPMI, ETEC and PLAB. Nowhere in his report is SVGI even mentioned nor did he mention it in his presentation.
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