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To: James Calladine who wrote (2855)7/20/2000 6:03:33 PM
From: Ian@SI  Respond to of 2946
 
Jim,

There is no, and there was no, fundamental reason to sell SVGI. After listening to this morning's conf call, that remains my belief. SVGI has not received much respect; today the whole sector joined that club.

FWIW,
Ian.

I understand better Ian's timely exit now.



To: James Calladine who wrote (2855)7/20/2000 6:08:03 PM
From: Ram Seetharaman  Read Replies (1) | Respond to of 2946
 
KLIC crashed 6 points despite reporting stellar results! There is a sense of a slowdown in chip equipment sales and chip sales - may be temporary!