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Technology Stocks : Silicon Valley Group -- Ignore unavailable to you. Want to Upgrade?

To: marquis103 who wrote (2176)	7/16/1999 8:55:00 PM
From: Ram Seetharaman	Read Replies (1) \| Respond to of 2946

You are right! The price action in CYMI, AMAT, LRCX etc. isn't infecting SVGI, which seems to be in a state of statuesque lethargy. The bar chart suggests that this is the best time to buy, however. $ 25 is definitely possible by next summer (2000) as the book to bill ratio improves. I have started to add slowly in SVGI and UTEK and I am slightly positive on both. When VLSI buys my shares for $ 21 it will free up some cash and I hope to add again. I did quite well on VLSI, thanks to Philips on the buyout! PMTC is another stock I am buying now, slowly. Unlike SVGI, PMTC has been upgraded to a buy by a few analysts. SVGI hasn't even obtained a market performer rating from anyone. The only article was in Kiplinger's a few weeks ago, when an analyst was shooting for a $ 39 SVGI in the distant future (when the semi cycle peaks - like Spring of 2001!). IMHO there is not much downside to SVGI from $ 16 and UTEK from $ 14 and UTEK has no debt!