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To: Artslaw who wrote (2015)	3/15/1999 2:30:00 PM
From: Raybert	Respond to of 2946

<<<This company is recognized as a leader in its market By whom? It would be a great acquisition for AMAT or anyone looking to seriously compete with AMAT It's never a good sign for a stock when the best hope for stock appreciation is acquisition! >>> Easy. Easy now, it's my fault. I made a quick post to a bullitin board without a bibliography, I understand. I am not, nor have I ever been, a recognized authority on chip equipment and I have never played one on TV. My point was simply meant to allude to the history of selling to Intel and other major semi firms in the past and a demonstrated capability of providing solutions for the next generation of semi production. I'm not picking trifectas here, just making broad statements. I think is an undervalued company in a depressed industry that is starting to cycle upward. I thought that about VLSI a month ago and bot some at $10 within a few weeks is sold at a 60% gain, not even waiting to see how it plays out, the easy money is made. I think SVGI is the same kind of stock right now. In the long run it will be higher, but the current sudden need for new capacity in the chip industry is creating the potential for some sudden windfalls. I posted my investment strategy as "solid growth and miracles" and right now I think SVGI has potential for both.