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Technology Stocks : Silicon Valley Group

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To: Ian@SI who wrote (2113)5/7/1999 6:54:00 PM
From: Katherine Derbyshire  Read Replies (1) of 2946
 
>>Now if a vote of confidence by INTC in SVGI ..."isn't very much. Better than
nothing though...", then I strongly suggest that you not give up your day job for a
career in semi equipment investing.<<

I think perhaps you're being a bit unkind, Ian. $15 million dollars is the same order of magnitude as the change Intel sweeps off the floor after purchasing meetings. It's barely enough to buy a 193 nm stepper, much less a 157 nm one. Yeah, it's a great vote of confidence and should help the stock short term, but Intel is hardly betting the farm on SVG tools.

Katherine
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