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To: Ram Seetharaman who wrote (2079)	4/22/1999 8:55:00 AM
From: Ian@SI	Read Replies (2) \| Respond to of 2946

RS, From the PR, The Company recorded orders of $165,710,000 for the second quarter of fiscal 1999 representing a book-to-bill ratio of 2.7-to-1. Second quarter fiscal 1999 bookings increased 90% compared to first quarter fiscal 1999 bookings of $87,286,000. During the second quarter, orders for twenty-one Micrascan units were added to the Company's backlog, which represents products to be shipped within one year of the acceptance of the order. The Company ended the quarter with a net backlog of $360,143,000. This sounds like a company that has just emerged from the semi down cycle very healthy with strong growth about to happen. However, if you want to desert, short or otherwise disparage SVGI at this time, I suspect that there will be many takers for any real money you want to put on the line. FWIW, Ian.

To: Ram Seetharaman who wrote (2079)	4/22/1999 10:07:00 PM
From: SemiBull	Read Replies (1) \| Respond to of 2946

Nope. I still don't see a dog....it is a puppy at worst in my eyes. It earnings release shows a book-to-bill of 2.7 to 1. I see orders for twenty-one Micrascan units added to SVGI's backlog...and a net backlog of $360,143,000. I see a decline in SVGI's quarterly earnings due to lower sales of the Company's Lithography, Track and Thermco products, offset by lower R&D and MG&A expenses. So, I guess, I don't see a dog. This puppy may turn into a dog, but I still betting it turns into a wolf. :~) Just One Man's Spin...SemiBull