Silicon Investor (SI) -- The First Internet Community

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Technology Stocks : Silicon Valley Group -- Ignore unavailable to you. Want to Upgrade?

To: Ian@SI who wrote (1970)	2/9/1999 11:37:00 AM
From: Juniper	Read Replies (1) \| Respond to of 2946

They could take the approach LSI did on their last earnings release and declare that they're now an internet company- since the internet is (and will be) a major driver for their semiconductors to be used. That spin seems more than a little silly to me, but hey, whatever works. SVGI could say that their tools are the enabling foundation of all communication on the internet. Cool! I was checking the MS193 funding a day or two ago. As historical note, various semiconductor companies funded it in order to get the first shipments. Recently I read that the very first machine is scheduled for Samsung. If the funding is a reliable indicator, the rest will go to Intel, IBM, Motorola, and Hyundai.

To: Ian@SI who wrote (1970)	2/9/1999 8:23:00 PM
From: A. Wayne	Read Replies (1) \| Respond to of 2946

Ian, This was in my email today from Infobeat Finance: Following the recent runup in chip stock prices, only the Silicon Valley Group remains on Al Frank's buy list. This automated wafer processing equipment supplier has just started selling its ground breaking new lithography system. The firm is free of long term debt and selling at book value. Get Al's buy limit and 3- to-5 year target price with your FREE 30-day trial subscription to The Prudent Speculator. Wayne