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Silicon Valley Group
An SI Board Since January 1996
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2946 26 0 SVGI
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1496 <The question arises, why did analysts ignore the reduced backlog and left tLLCF-3/11/1998
1495 All: Katherine Derbyshire (who authored the DPI/UT/ISI article) is on General LVolsi Mimir-3/11/1998
1494 RE:I have no faith in the analysts looking at SVG. Yes, I don't pay attentFJB-3/11/1998
1493 "Fixing" positions in portfolio -- use options ie. hold onto stock aabcde_98-3/11/1998
1492 Excellent post Yakov. Thanks for sharing your clear thoughts. I've held tFJB-3/11/1998
1491 I think it had more to do with the license buyout from IBM....SemiBullSemiBull-3/11/1998
1490 LB's comments on Yesterday's announcement... * This morning Silicon VaIan@SI-3/11/1998
1489 Yakov, I don't remember seeing any reduced backlog numbers coming out Ian@SI-3/11/1998
1488 [Re: managing analysts expectations] A 25% shortfall in earnings (roughly, $3Yakov Lurye-3/11/1998
1487 SVGI probably will do better than asmlf if there is another correction...so I tWilliam Nelson-3/10/1998
1486 My mistake... it was the settlement of royalty obligations with IBM in the quarJuniper-3/10/1998
1485 Juniper, Tinsley was acquired for about 1.1M shares if I remember correctlyIan@SI-3/10/1998
1484 <i> ...asmlf has lower p/e anyway </i> In all fairness, the actual Juniper-3/10/1998
1483 <.asmlf has lower p/e anyway,> With that "P" I don't thinkLLCF-3/10/1998
1482 < but the lame excuse they'd used combined with continued claims about eLLCF-3/10/1998
1481 Hold on for now - the book value is $18.06 and co has ~ $190million in cash. Iabcde_98-3/10/1998
1480 IMO, this news release is a big snafoo on the part of Mr. T. Personally, I woulYakov Lurye-3/10/1998
1479 The downward trend in Asia takes pressure off of U.S. and other companies to exRob S.-3/10/1998
1478 I'm thinking now there's nothing svgi can do for us that cymi and asmlfWilliam Nelson-3/10/1998
1477 I agree something is amiss. Reports from SPIE attendees were that SVGI could seTI2, TechInvestorToo-3/10/1998
1476 Bob, Their customers have been INTC, MOT, TXN and IBM. Only IBM hasn'Ian@SI-3/10/1998
1475 Intel's '98 cap. ex. is still on plan according to their release from lFJB-3/10/1998
1474 Ian, Seems very fishy. I don't care for current management. I'll nevFJB-3/10/1998
1473 It's a slowdown likely from INTC -- see yahoo message boardabcde_98-3/10/1998
1472 Juniper and William, I'd have to agree. If companies were lining up tIan@SI-3/10/1998
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