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

To: FJB who wrote (1530)	3/19/1998 11:31:00 PM
From: abcde_98	Read Replies (2) \| Respond to of 2946

Bob, and others - clearing a few things Fair game to ask your Q's / state your opinion. 1. The 15 instead of 20 machines was explained to me by an employee of the firm. I translated that to the 25% decline in revenues. There is a decline in revenues mentioned, I'm sure without checking. What was the deline in revenues mentioned? I tried to provide some info that could explain the situation simply ie. # machines. Is this not adding value? Were you aware of this? Questions not to be taken in hostile way. Present facts and EFW I believe this would be of interest to all. 2. .18u -- again, employee mentioned to me. Again, were you aware of this? Again, value added. 3. Connection of foreign economies - someone cncerned about Japan - were you aware Japanese citizens allowed, as of April 1, to invest outside Japan? Want to take a guess at its impact on various things in the world? Significant impact on financial services industry. Significant impact on money flow. Value added. 4. Trying not to make this into a battle, but I'm stressed at the moment and if you don't appreciate science + business background, then you're not that open. By way of being involved in research into shareholder value, the belief by Stern Stewart & Co. is that "economic value added" is ultimately the key to share price growth - not earnings, nor cash flow, etc as traditionally taught in Finance programs. Stern is not some quack. Take a look at his book "The Quest for Value". I realize this says nothing about SVGI for the next week or so, but rather than criticizing, let's try to figure out what the key drivers are for value in SVG. I don't know the business from end to end perfectly. 5. ASMLF - "diversification" is my word. Person who mentioned ASMLF to me said they have "other things" and that person is a damn smart cookie. Anyone out there an employee? Otherwise, I err on caution side in saying some things here. And, just to let you know, I did the research on it and only when the sinking began did I have a discussion and didn;t like what was said. That, combined with discussion with IR, and it seem(s)(ed) its a ways off -- "1999 will be a better year" <-- IR. I'm just stating facts/passing along info and then, yes, I have provided my tech analysis comments, opinion, and personal experience. I don't intend to explain myself again, think there has been some useful info provided - see what others, in consensus, have to say - and no more wasted effort, rather getting to the drivers of economic value for SVG and Risk Management. Reduced company risk = greater stability and model shows the market to give higher multiples t those firms. Let's get to it.