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Technology Stocks : Silicon Valley Group

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To: Duker who wrote (2064)	4/6/1999 4:18:00 PM
From: Ian@SI	Read Replies (1) of 2946

Duker, I listened to the conference call. It was a little more positive than I'd expected. e.g. - Taiwan 0.18µ scanner decisions haven't been made yet and that there was much interest in the SVGI presentation there last week. New orders for the quarter came from 3 customers. So it sounds as if they still have IBM, INTC and MOT talking to them. Backlog is nice. I'd really have liked to have heard about at least 1 capacity buy from the fareast. But it seems that it's only technology stuff going on there at this time. Your conf call notes were quite acceptable. I've recorded the call: It's available as a PureVoice file (free recorder / player available on the net.) It lasts a little under 30 minutes and takes up 3MB. If anyone misses the replay and wants the file, I can eMail it. Ian.

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