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To: Jay8088 who wrote (1426)2/8/1998 9:58:00 PM
From: LLCF  Respond to of 2946
 
< One side remark: ASM will be hit hard by asian flu. svgi is relatively insulated from it. >

Its interesting that "INFRASTRUCTURE" has sold their SVGI in their portfolio and plan to replace it with ASMLF. They don't give any specific reason in their note although they have noted in the past the "execution risk" of SVGI's planned production ramp.

DAK



To: Jay8088 who wrote (1426)2/9/1998 10:30:00 AM
From: TI2, TechInvestorToo  Read Replies (2) | Respond to of 2946
 
Why do you think ASML will be hard hit by Asian flu? I thought they were strong in Taiwan which is doing well according to todays Semi Biz News, and they were weak in Japan and Korea? I agree SVGL is weak in all three regions. So I think Asian flu will not hit either company very much, and ASML has advantage because of TAiwan market share.
TI2

PS Not invested in any stepper co long or short.


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