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

To: Andrew Vance who wrote (1193)	2/29/2000 5:52:00 AM
From: SemiBull	Read Replies (1) \| Respond to of 1305

"and in my opinion, based on our research before the market insanity on both SCON and CDTS, I find that these companies have a much sounder foundation for future success than SVGI." Do you mean to say that SCON and CDTS have a much sounder foundation for future success than SVGI? are you serious? i won't other wasting thread space here, but let's just say if I was picking a superconductor horse with prospect of survival, let alone a any sound foundation for future success I would feel uncomfortable betting companies with present day negative book values. Speculative stocks which offer a technology which at best might be available in 3 years should not be compared to a company that offers robust lithographic tools, has customers, revenues, profits, and, IMHO, a potential for revenue/earnings growth as opposed to companies that might very well run out of money before you superconductors are commercialized.

To: Andrew Vance who wrote (1193)	2/29/2000 6:50:00 AM
From: Qualified Opinion	Read Replies (1) \| Respond to of 1305

AV, SVGI has reported substantial earnings growth over the last few quarters SVGI reported .18 per share for the quarter ending Dec. '99. SVGI reported $305 million in orders during this quarter with $205 million being applied to this year. Based on the order trend, SVGI should exceed the high end of analysts earnings estimates. SVGI has 34 million shares outstanding. Apparently, you are waiting for an analyst's upgrade.