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To: LLCF who wrote (1505)	3/17/1998 11:57:00 PM
From: abcde_98	Read Replies (3) \| Respond to of 2946

To David & David & all others Read the msg board on Yahoo for my coments & understanding of Litho, though I don't know about the other products (eg. Track). I have been in the 'plant' in CT - where are you located? Re stock price and what I've learned from some older persons in the market for several years (but young in their thinking) as well as personal experience: 1. SVG is not a 'tier 1' company ie. not an INTC, MSFT, etc 2. SVG is not perceived by the consensus as being the leader in litho - consensus looks at ASMLF (consensus is wrong in some respects but right in others) 3. SVG leader seems too technical vs. having some business savy and being technical So SVG just doesn't get respect. When SVG, vs INTC/MSFT, goes down it typically takes relatively longer for it to rise back up. Some things you mentioned you didn't understand about the revenue loss/statement -- as it was put to me simply (see my message on yahoo) , 25% reduction in sales is basically 15 machines being sold vs. 20. Yes, that's a simple way of expressing what's happened/ing, but it's also these simple ways/relationships that seem to make us look atthe larger picture - or so an friend of my brothers who is an engineer and analyst puts it. Just trying to pass on some info, hope this isn't taken the wrong way - hope through some collaborative effort we can all walk away with some money vs. losing it.