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: Artslaw who wrote (2237)	8/24/1999 2:07:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 2946

Steve, Truer words were never spoken... ...-I'm sure the mad rush out of SVGI would leave 12% on the table the first day. :) ... except I think much of the mad rush has already taken the stock back down to < 3/4 of book. In AMAT's annual report (2 years ago), they had a nice diagram showing the different front end segments, how large the market was and how large it was going to grow. 3 of those sectors weren't addressed by AMAT. Lithography is the largest of those sectors. In any case, AMAT seems to have hitched its wagon to ASML, not SVGI. But there's no harm in dreaming, is there? Ian.