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To: Ian@SI who wrote (1600)	4/13/1998 7:55:00 PM
From: LLCF	Respond to of 2946

<It's becoming increasingly difficult to determine if SVGI's lagging sales are due to the industry slowdown or SVGI's inability to execute.> Yes, its a very interesting combination of lack of communication and or honesty and or arrogance exibited by the management.... can't quite get a handle on whats going on. Personally I find it hard to believe that INTC wouldnt use the product they though was best... therefore don't we have to assume that for those applications SVGI has the best most cost effective machine? And yet if we were talking just a "ramp problem" why would revenues go DOWN (not sideways)? I still think the stock price has so much bad news in it that its a raging buy here... am adding to my position as a matter of fact. We'll see! Still think AMAT would do so much better with their products that it wold be better for everyone to get bought out... even if it was only $30 in AMAT stock. AMAT would be selling micrascan like freakin hotcakes! Boy would ASMLF sell off if that merger happened! DAK