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Technology Stocks : Silicon Valley Group

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To: David Aegis who wrote (2005)3/3/1999 12:35:00 PM
From: Ian@SI  Read Replies (1) of 2946
 
David,

Thank you very much for these very informative notes from the SVGI presentation.

Of especial interest is your comment,

" One large customer recently inquired about SVGL's ability to do turns orders."

To me, this sounds like the story about INTC converting to 0.18µ within the next 15 months may very well be true.

Again, your effort is much appreciated.
Ian.
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