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To: Duane L. Olson who wrote (1335)12/7/1997 1:40:00 AM
From: FJB  Read Replies (1) | Respond to of 2946
 
Hi dlo, SVGL's biggest problem in the past has been their limited capacity. I think they will be able to find a customer for these systems in '99 when they would have been delivered.

Just my opinion,

Bob



To: Duane L. Olson who wrote (1335)12/7/1997 5:41:00 PM
From: Scott Brooks  Read Replies (1) | Respond to of 2946
 
Duane,

I suspect that they can reallocate the capacity (as one of their big knocks speaks of capacity constraint) towards a willing buyer, but...one in the hand is worth two in the bush. Ironically, as a co. they have very little Asian penetration (<10% I think) and this deal represented some positive traction in that region. Generally speaking, this represents the extent of my knowledge and am unable to comment on other projects/margins etc.

Best,

Scott