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To: LLCF who wrote (1676)	6/15/1998 2:44:00 PM
From: Ian@SI	Read Replies (2) \| Respond to of 2946

David, I suspect that we'll have another 2 weeks of waning interest in the sector (at least). Even a favorable mention in Barron's didn't do much. (i.e. - On the list of a fund manager's favorites.) Another story I saw this morning (I think in the WSJ) indicated that ASMLF is still trying to develop a production capable "step and scan" system. To me that indicates that SVGI is still in the running for any Fab lines being prepared for .25um and below production. At current price, SVGI is at or near all time lows for some of its key ratios. I haven't seen anything which makes me believe that SVGI deserves to be beat up more than other companies in the sector. Time will tell. (fortunately, I hope.) :-) Ian. +++++++++++++++++ PRICE $16.5 SHARES(m) 33.0 MRQ SALES $195.9 TTM SALES $715.2 CASH/EQUIV $177.1 Debt $10.7 SHRHLDR EQUITY $595.2 MKT CAP $544.3 PSR 0.76 ESR 0.53 P/BK 0.9