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To: Ian@SI who wrote (1922)1/11/1999 10:14:00 PM
From: Ram Seetharaman  Respond to of 2946
 
You are right - short term - things are slow & uncertain - but by the end of 2000 and well into the semi up cycle we should see a $ 30 SVGI, and $ 35 UTEK. Thus SVGI is a good buy now!



To: Ian@SI who wrote (1922)1/12/1999 8:35:00 AM
From: orkrious  Read Replies (2) | Respond to of 2946
 
Ian, or anyone else, looking at the 10k, virtually all of the book value is inventory and property, plant & equip. On the inventory, how salable is it? Could much of it now be obsolete? Does anyone have any idea what their fixed assets are and what they are worth? In other words, is the book value worth book?

TIA

Jay