Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Ian@SI who wrote (2180)	7/20/1999 9:06:00 PM
From: marquis103	Respond to of 2946

Ian. As we feared for some time, something is just not the same with SVGI. Last cycle they traded as high as 38+. Cycle before that was 49. Now we can't make it out of the teens. Too bad someone doesn't step in and buy them at this depressed price. Would put us all out of our misery. At least I'm still holding one of your favorites, Mattson. I expect good things from them. Russ

To: Ian@SI who wrote (2180)	7/21/1999 9:01:00 PM
From: Katherine Derbyshire	Read Replies (1) \| Respond to of 2946

>>I still don't understand how a technology leader could develop a tool that its customers don't want. This out and out baffles me. It sounds like a rank amateur play to me. I definitely would have expected that SVGI had more astute management than it seems to.<< IMO, SVG is by no means the only semi equipment company that this has happened to. The customers themselves often don't know what they want until they see it, and are very likely to change their minds if a lower-risk solution appears. SVG's biggest mistake is in PR/Investor Relations' poor handling of the situation: orders get cancelled all the time, throughout the industry, for all sorts of reasons, but since IR treated this as a big deal, it became a big deal. Katherine