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Technology Stocks : Silicon Valley Group

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To: Katherine Derbyshire who wrote (2118)5/8/1999 1:08:00 PM
From: Ian@SI  Read Replies (1) of 2946
 
Katherine,

Go back and read my post(s) on the subject.

Never have I shown awe at the magnitude of INTC's investment.

Rather, I've indicated that this continuing investment in SVGI's R&D is both a significant and substantial vote of confidence in the company and its lithography prowess.

Both you and Scott have focused on the $15M. The amount is practically irrelevant.

The act, however, is quite significant.

The world's leading Microprocessor maker has invested in SVGI. It has not made a similar investment in ASML, CANNY, NIKON or UTEK.

I repeat, from an SVGI perspective, belittling the significance of this act is much less than candid, IMO.

Your comment is not based on any fact or actual content of my post. That is not up to your normal journalistic standards. Rather, it appears to be your incorrect and unfounded conclusion.

... simply because he does not share your awe and wonder at the magnitude of Intel's investment.

And by the way, unless I missed something, neither Scott nor I nor anyone else sought your capable assistance in this discussion. If you find it boring, there's a very simple solution available to you.

It seems like this is the third or fourth conversation of this kind that we've had. It's getting pretty boring, frankly.


All the same, if I had to choose whose posts I'd rather read, mine or yours, usually I would choose yours without hesitation. <g>

FWIW,
Ian.
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