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Technology Stocks : Silicon Valley Group

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To: Duker who wrote (2052)	4/6/1999 10:52:00 AM
From: Duker	Read Replies (1) of 2946

SVGI will move 3-4 units (basically, 2Q shortfall) in the next couple of weeks (by mid-April). These units are boxed and ready. Sounds like there were some issues at .15M ... but, they have been worked out. Thermco had a minor setback. Not a surprise given the lunatic behavior of TEL. I think the stock comes back pretty quickly. Much worse than $.33 loss (Street Expectations) ... but they should make up for it in the next 2 Q's ... weighted to the 4Q ... 193 offerings in 2nd Half are going to be a challenge ... but ... --Duker

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