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To: Ian@SI who wrote (2141)	6/15/1999 9:28:00 PM
From: Demosthenes	Read Replies (1) \| Respond to of 2946

Ian, <<I believe the market looks at the last quarter to a much larger degree than 5 years+ out. Certainly, it seems to get increasingly myopic as time into the future exceeds 2 quarters.>> With the increased visibility in this sector I'm a bit miffed about the lack of interest in SVG and, for that matter, UTEK. I guess I'll have to wait for the Street to catch up to the obvious. And I'm wondering if SemiconWest will get these companies the boost they need. Notice the role revearsal in volume today with SVG vs UTEK? UTEK traded almost 3x SVG volume. And last week the opposite was true. I'm guessing institutional $ is flowing into both of these companies. Do you agree? I am on record as saying UTEK will go profitable this quarter, and maybe I'm crazy. Whatever the results, I'm looking forward to having Bruce Wright on the CC as CFO this time around. Rgds, D