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

To: Yakov Lurye who wrote (1498)	3/12/1998 10:01:00 PM
From: LLCF	Read Replies (2) \| Respond to of 2946

<Bob, I've decided to keep my position for the time being. I do not see the stock recovering fast - analysts were apparently sceptical during the last CC and will be even more cautious now - but I do not see many bargains in the stock market at the moment, and the downside risk from these levels seems to be limited> I totally agree with your reasoning... many people don't take "price" into their decision... at this level a lot of the risk is out of the stock! Yea things look bad, but the price reflects that IMO. Reminds me of PHTN... Photon Dynamics... "Oh jeez, things are terrible...look at the cancellations!" Stock promptly rallied 30% just because the sellers finished their pounding! When the sellers are done in SVGI the stock will see 20% rally so fast it'll make your head spin... the question is when will they get out? Huge volume the past couple sessions... continued today... when the volume dries up the stock should rebound. Anyway, the real question is... what about SVGI's products in the long term? Any comments? DAK