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To: Ira Player who wrote (2211)	8/13/1999 6:54:00 PM
From: marquis103	Read Replies (1) \| Respond to of 2946

Ira, re: "Why would you "hold this one a long time if you think there are better opportunities elsewhere?" Because I don't know at what point investors will come back to SVGI. If I felt there was no hope at all I would sell, but I believe there's a good chance money will come back to this stock. I just don't know when. It's done fairly well the past two cycles. I would prefer it to be "soon", but I think it could be awhile. I've missed out on good gains a few times by being impatient. Just don't want to have that happen again. Of course, the way the semi-equip sector acted today, I could change my mind by Monday. Have a good one. Russ