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To: Demosthenes who wrote (2142)6/15/1999 9:38:00 PM
From: Ian@SI  Read Replies (1) | Respond to of 2946
 
D.,

Yes, there are probably some shrewd value fund managers still adding to their SVGI positions. [where is Marty Whitman anyway?]

I suspect that the real move in SVGI's price will come when:

It proves it can produce the MicraScan in quantity;
It has enough sales to sell all it can make.

SVGI is in "show me" territory, IMO.

UTEK needs to make a sale of one of its new products. Preferably, PLAB will put the V2000 into production. ETEC doesn't believe that will happen any time, let alone any time soon. And to my knowledge, there still isn't a single PGILD tool out the door. Lots of promise, not much visible action, yet.

These 2 are enough to try even the most patient.

But I'm stubborn. And I wasn't planning to spend the money I have in them any time soon.

Ian.