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 : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: cfimx who wrote (3073)	10/26/1997 4:33:00 PM
From: Cary Salsberg	Respond to of 10921

twister, I read Ian's comments about SVGI and it is true that SVGI operates in a separate niche from AMAT. While AMAT is #1 or #2 in most of its markets, SVGI has ~10% of the photolithography market. They have tremendous potential (probably the highest in the semi-equip group along with UTEK), but the risk is the highest. They fit in a more diversified portfolio than "the best 5." COHR has a subsidiary called Lambda-Physik which is hoping to compete with CYMI in the photolithography DUV laser source market. Forget Varian and Watkins-Johnson unless you want to expand to the "best 50." Cary