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: Duker who wrote (2052)	4/6/1999 10:38:00 AM
From: Duker	Read Replies (2) \| Respond to of 2946

Replay of 10:30 Conference Call: 1-800-633-8284 #12120991 Wait 2 hours after 10:30am call is over. --Duker

To: Duker who wrote (2052)	4/6/1999 10:48:00 AM
From: Duker	Respond to of 2946

Bookings: Book:Bill for F2Q >2:1 [Billings at $60mm -- hence the call!] This doesn't sound bad. Just sounds like SVGI's typical issues. 21 Micrascans Booked this Q ... 6 out of 1+ years ... so 15 new machines ... looking to do 60 machines total for the year ... Pretty optimistic. --Duker

To: Duker who wrote (2052)	4/6/1999 10:52:00 AM
From: Duker	Read Replies (1) \| Respond to of 2946

SVGI will move 3-4 units (basically, 2Q shortfall) in the next couple of weeks (by mid-April). These units are boxed and ready. Sounds like there were some issues at .15M ... but, they have been worked out. Thermco had a minor setback. Not a surprise given the lunatic behavior of TEL. I think the stock comes back pretty quickly. Much worse than $.33 loss (Street Expectations) ... but they should make up for it in the next 2 Q's ... weighted to the 4Q ... 193 offerings in 2nd Half are going to be a challenge ... but ... --Duker