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To: LLCF who wrote (1551)	3/24/1998 7:14:00 PM
From: abcde_98	Read Replies (3) \| Respond to of 2946

Thanks for the posts Robert -- a quick analysis for comment/thought FPII MV = 11.625 BV = 9.77 M/B ~ 1.18 SVGI MV = 20.375 BV = 18 M/B ~ 1.13 so SVG has about 4-5% to catch up, everything else considered equal. Funny thing though FPII revenues down and expected to continue down - Korean order delayed (like SVGI) and domestic customer delayed as well (SVG short on shipping machines to domestic customers 15 instead of 20). Briefly, at overview level, looks like SVG expecting lower sales growth compared to FPII, so perhaps SVG's M/B is right about where it should be. Tech analysis: on short term, showed a buy for late yesterday & today morning. I watched and was upset that I'd missed it and tried to buy this am., but this afternoon the tech analysis showed a sell. These are short-term techs and if one's network server at work is not jammed it would be possible to place an order. Frustrating. So, I'm still on the sidelines. Compared to FPII, SVG likely to get hit again when earnings come out, but only slightly (1/4 -1/2pt) unless by that time every one has forgotten about the pre-announcement. Should have looked at the techs before coming here so could give a complete update, but with only 2 servers for about 100,000 or more people, super frustratingly slow and I'll take any site to whih I get to - going to tech site now - traffic should have be reduced by now. Concurrence/disagreement?