Silicon Valley Group Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Silicon Valley Group

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Ritz who wrote (2094)	4/23/1999 1:02:00 PM
From: Ian@SI	Read Replies (2) of 2946

Ritz, Until I see 40....Woof! Boy, would I be happy to not hear you barking soon!!!! Russ advised that they've got about 40 test bays fully facilitized right now. i.e. - more than 37, but not yet 42. He further advised that it's not a big deal to take that up to fully facilitizing all 50. Among their problems in proving they could produce 50 machines a quarter was a "lack of orders". :-(( That's a key problem which has now been removed given their $360M backlog. Anybody who's been in SVGI for more than 9 months shares your pain. But if I thought it was a dog, I'd take my losses and put the money to work in a gorilla. I neither believe that SVGI is a dog or that it's destined to become one. I'm very disappointed with its past performance, just a little bit more optimistic than you seem to be about its future. FWIW, Ian.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next