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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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2071 Nice work Duker. Bob FJB-4/6/1999
2070 Thanks Ian ... I am not up to speed. It works pretty well ... I have not trieDuker-4/6/1999
2069 Duker, I'd hate to see you catch a cold... Quick, go here: URL for DownlIan@SI-4/6/1999
2068 Yes, 2:1 is not bad ... if they had a normal production/shipment 2Q ... they stDuker-4/6/1999
2067 Ian, Where do you get the recorder/player? I suddenly feel naked without it!&Duker-4/6/1999
2066 Duker, I listened to the conference call. It was a little more positive than Ian@SI-4/6/1999
2065 I have to tell you that I am very encouraged by the two-to-one book-to-bill. BaMath Junkie-4/6/1999
2064 Richard, I took you to be a gunslinger -- ready to shoot Papken and Russ rightDuker-4/6/1999
2063 Duker, thanks for a great job. Still holding. And if it doesn't work out, Math Junkie-4/6/1999
2062 Canon's new 150-nm stepper handles 117 wafers an hour [Here is the machineDuker-4/6/1999
2061 YOU SHOULD NOT RELY UPON MY POSTINGS TO MAKE ANY INVESTMENT DECISIONS ... THEY Duker-4/6/1999
2060 Papkin talks about Cannon's new stepper. ... Don't count them out ... Duker-4/6/1999
2059 Q: Quantify the market in Taiwan? Pap: ... Micrascan III+ (or x) ... customeDuker-4/6/1999
2058 Q: Watkins Johnson negotiations? Pap: ... it is an opportunistic situation fDuker-4/6/1999
2057 Pap.: The turn is coming and the turn is here ... It takes 4 weeks to test theDuker-4/6/1999
2056 Q: Walk through problems: Lenses or Demand-side. Russ: Not a demand issue. Duker-4/6/1999
2055 SVGI will move 3-4 units (basically, 2Q shortfall) in the next couple of weeks Duker-4/6/1999
2054 Bookings: Book:Bill for F2Q >2:1 [Billings at $60mm -- hence the call!] ThDuker-4/6/1999
2053 Replay of 10:30 Conference Call: 1-800-633-8284 #12120991 Wait 2 hours afterDuker-4/6/1999
2052 Silicon Valley Group says Q2 revs fell [SLIGHTLY DIFFERENT VERSION? --Duker] Duker-4/6/1999
2051 Bob, A somewhat more informative post, but not much, is on DowJones NewsWire..Ian@SI-4/6/1999
2050 <i>It does trouble me that in such a slow sales period that problems likIan@SI-4/6/1999
2049 Ian, Thanks for pointing that out. You are correct. It does trouble me that FJB-4/6/1999
2048 Bob, The parts of the story that you didn't quote seem to be more informatIan@SI-4/6/1999
2047 I'm not sure SVGL is still Intel's supplier of scanners for critical diFJB-4/6/1999
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