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Technology Stocks : General Lithography -- Ignore unavailable to you. Want to Upgrade?

To: FJB who wrote (1140)	2/10/2000 9:53:00 AM
From: Ian@SI	Respond to of 1305

Bob, First, I'd agree that the only underachiever that has fared worse than SVGI is UTEK, given each company's potential, if it could only execute. However, SVGL did add Maxim last year. Obviously not another INTC, but a new customer all the same. And if the Samsung sale results in "production tool of record" status, that would be a major coup - breaking into the DRAM sector leader in addition to having the logic leader. I wouldn't bet the farm on SVGI, but I certainly wouldn't sell them short at this time neither. Best wishes, Ian.

To: FJB who wrote (1140)	2/10/2000 12:33:00 PM
From: Qualified Opinion	Respond to of 1305

Money is flowing into SVGI SVGI is focused on increasing their customer base. I do expect some new customers with major orders based on superior technology. SVGI management must execute after the learning process of the past. Analysts are probably recognizing their mistake in ignoring SVGI. Analysts have substantially increased earnings estimates. I believe SVGI will exceed the high end of earnings estimates based on $205 million in orders during the last quarter. Analysts' brokerage firms will have their positions established long before they upgrade the stock. My target price is over $100 per share.