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Technology Stocks : Silicon Valley Group

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To: Duker who wrote (2053)	4/6/1999 11:03:00 AM
From: Duker	Read Replies (1) of 2946

Q: Watkins Johnson negotiations? Pap: ... it is an opportunistic situation for us ... very close to us ... 12000 sq. ft. of cleanroom ... $100mm in revs ... down from $350mm ... premetal machine ... synergy ... Aim to grow $100mm (WJ) and SVG unit ($80mm) ... used to be $350 and $220 in WJ and SVG, respectively. Q: Is order pattern improving in Track and Thermco? Russ: about the same ... Papkin: ... more inquiries ... some to refurbish [bowling alleys] ... buys are for technology NOT capacity at this point.

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