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Technology Stocks : Silicon Valley Group
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To: Mark Adams who wrote (2033)3/29/1999 3:39:00 PM
From: Ian@SI  Read Replies (2) of 2946
 
Mark,

Very different companies. EGLS will do well with 300mm or with capacity additions caused by more wafers being processed.

In addition to the above, SVGI should benefit from the move to 0.18µ and smaller feature sizes.

It's quite conceivable that today's move is due to the Index addition rather than fundamentals.

Also waiting, sometimes impatiently,
Ian.
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