Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Ram Seetharaman who wrote (2012)	3/15/1999 8:28:00 AM
From: Raybert	Read Replies (2) \| Respond to of 2946

<<This dog SVGI will not bark loud this year unless someone buys it as Philips did with VLSI!>> This seems more and more likely. It is generally accepted that the semi's are going into a muliyear up cycle driven by the internet and HDTV. This company is recognized as a leader in it market and it is trading at 70% of book value. It would be a great acquisition for AMAT or anyone looking to seriously compete with AMAT. BWDIK, I've been long for far too long.