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To: Terry D who wrote (2780)	4/22/2000 9:30:00 AM
From: Jerome	Respond to of 2946

At this point don't be concerned about what the analysts say. Investors (individuals and mutual funds) keep a sharp focus on earnings. Lynch had it right in his viewpoint that earnings (over a period of time) drive up the stock price. How many times have you seen that as a stock price rises the analysts upgrade a stock? They just don't want to in a neutral position when the market is telling them something else. The INTC thing. This is the most absurd rationalization. If INTC accounted for 100% of SVGI's business, investors will not care as long as the relationship is highly profitable. This is the similar to what the analysts say about Kellogg. "They (Kellogg) are just too dependent on corn flakes for profitably" Product mix is far less important than product profitability. The analysts tendency to keep upgrading a stock as it rises in price and reversing the call as the price falls is proof that they haven't got it right, and probably never will. Regards, Jerome

To: Terry D who wrote (2780)	4/24/2000 9:59:00 AM
From: Terry D	Read Replies (3) \| Respond to of 2946

Even more street side double talk - with extra whitening! Elliot Rogers (I think he is still at CS/FB) has is as a hold with positive implications (Elliot thinks he is Alan Greenspan) gross margins above plan - but all due to one extraordinary item - the 193 customer settlement, need more litho customers. DLJ - neutral - need more litho customers. Ed White - at LEH - actually bumps from hold to something less than a buy but yet more than a hold. A hold with positive implications? Hold tightly? Write out order ticket but don't enter it? PS - need more litho customers. Good grief - t d