SI
SI
discoversearch

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 : Silicon Valley Group -- Ignore unavailable to you. Want to Upgrade?

To: j g cordes who wrote (1457)3/8/1998 12:36:00 PM
From: Scott Brooks  Read Replies (1) | Respond to of 2946
 
Actually SVGI has rather ltd exposure to the Asian markets - probablt less than almost every other Semi-Equip. Although the Dongbu order was pushed out / cancelled.

In the summer, that was one of the big rallying cries for ASMLF - their much deeper Asian penetration.

Scott



To: j g cordes who wrote (1457)3/8/1998 2:25:00 PM
From: FJB  Read Replies (1) | Respond to of 2946
 
Jim,

RE: is this company sitting on potentially weak orders?

If this is in reference to ASMLF, then no. Their orders are very strong, however, their Korean customers are having trouble coming up with financing - this is the major problem. MSDW estimates ASMLF will grow sales by 60% in '98.

If you are referring to SVGI, they get 10% of their business from Asia, so they are somewhat immune to the problems there.

Bob


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News