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To: VentureSum who wrote (1382)	1/5/1998 9:00:00 PM
From: LLCF	Read Replies (2) \| Respond to of 2946

<Do you think SVGI will outperform intc this year?> Outperform INTC??? No idea... I do know that from what I've read since I started following the group a little more than a year ago (I'm a rookie, make no mistake) there is pleanty of reason to be bullish on the semi-equips in the long run. I like SVGI because I believe that their story is undervalued...with their ramp up of Micrascan given an unduly harsh probability of success. If you look at the company vs other semi-equips its cheap...I believe it SHOULD be cheape due to the risk of their future success... but not THIS MUCH CHEAPER. On top of that is the forgotten possibility of merger or takover either of which I believe would greatly enhance shareholder value. DAK