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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Phantom Dialer who wrote (5943)	6/20/1998 2:30:00 PM
From: Gary Burton	Respond to of 10921

Reuters 7.18am--LDP official said on Sat that LDP will decide by July 8 re bank mess. Expectation is for RTC type fix.

To: Phantom Dialer who wrote (5943)	6/21/1998 10:28:00 AM
From: Mason Barge	Read Replies (1) \| Respond to of 10921

SVGI stinks as an investment. It is a great company -- couple of real visionary characters, some great products, innovative ideas, and it's American. They just don't know how to make money. Compare their earnings over the past 5 years to any of the really successful companies in the sector. Buffett may not like the tech arena, but his ideas still have some validity. Since this is a long-term investment area, look for companies with a history of earnings growth over a long period. That's one reason why AMAT is priced so high relative to PS or P/Book. A company with a low price-to-book is one that the market doesn't expect to make money. I followed Asyst for a number of years and watched them respond to this same problem -- great sales and losing money. They radically restructured their business model and the earnings started pouring in. (I think Asyst is still depressed below its true value because of this.) But SVG is always in this position. My general impression is that they try to drive the industry technology and don't have the clout to make it work. They could certainly make money as a niche player, but they have never shown the ability to do this on a continuing basis and so don't have my confidence in their ability to generate future profits compared to other companies in the sector. (This ought to stir things up a little, LOL! But this is what I truly think.)