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To: Ritz who wrote (2094)	4/23/1999 1:02:00 PM
From: Ian@SI	Read Replies (2) \| Respond to of 2946

Ritz, Until I see 40....Woof! Boy, would I be happy to not hear you barking soon!!!! Russ advised that they've got about 40 test bays fully facilitized right now. i.e. - more than 37, but not yet 42. He further advised that it's not a big deal to take that up to fully facilitizing all 50. Among their problems in proving they could produce 50 machines a quarter was a "lack of orders". :-(( That's a key problem which has now been removed given their $360M backlog. Anybody who's been in SVGI for more than 9 months shares your pain. But if I thought it was a dog, I'd take my losses and put the money to work in a gorilla. I neither believe that SVGI is a dog or that it's destined to become one. I'm very disappointed with its past performance, just a little bit more optimistic than you seem to be about its future. FWIW, Ian.

To: Ritz who wrote (2094)	4/23/1999 10:14:00 PM
From: SemiBull	Respond to of 2946

<<They still have major work to do, and the stock is far from no-brainer status.>> No investment I own, from AMAT to even my more conservative blue chips/mutual funds are no brainers. Everything has some degree of risk....and everyone should invest with a model commensurate with the potential level of risk they are comfortable given the potential reward. At least that's my view. <<As for the stock being a dog (an idea I will take credit for coming up with <ggg>), I bought it 2+ years ago in the low 20's. Until I see 40....Woof!>> I hear and sympathize. I've been in SVGI since early '96 and have been averaging down (and up :~() along the way. Generally speaking, no stock in this sector if you take that 2 year window has done especially well though I believe....probably AMAT or KLAC but I would have to double check today's prices vs. their prices 2 years ago. Hopefully, you won't need to "woof" like a dog and I can howl like the wolf SVGI should be come '00. :~) SemiBull