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To: FJB who wrote (1462)3/8/1998 7:17:00 PM
From: Ian@SI  Read Replies (1) | Respond to of 2946
 
Bob,

In the 1Q98 report mailed by SVGI a couple weeks ago, it stated that their backlog was $384M even after $38M of Asian orders were rescheduled beyond 1 year from the order date. [and thus not included in the backlog]

IMO, SVGI will sell ever step and scanner they can manufacture. The machines, rather than the orders, are the scarce resource.

Ian.