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Technology Stocks
Silicon Valley Group
An SI Board Since January 1996
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2946 26 0 SVGI
Emcee:  Type:  Unmoderated
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2621 My guess would be AMD/Motorola and the Dresden fab.MikeyT-1/25/2000
2620 Any speculation on who SVGI'S new prospective lithography customer might beQualified Opinion-1/25/2000
2619 Good news...but I was pulling for Ft. Worth...closer to Dallas. $2B to "bMikeyT-1/25/2000
2618 More bullish news for SVGI> Intel to build high-volume 300-mm fab in ChandlQualified Opinion-1/25/2000
2617 SG Cowen missed the boat (runup) and still maintain a "neutral" ratinMikeyT-1/25/2000
2616 From briefing.com (I have never seen such a significant increase in earnings ePhilip W. Dunton, Jr-1/25/2000
2615 David, Current report should include overhead expenses including depreciation Qualified Opinion-1/25/2000
2614 Rob while I agree with you there will still be incremental costs to ramp up thedavid alexander-1/25/2000
2613 More incremental revenue will go to the bottom line. I am expecting at least aQualified Opinion-1/25/2000
2612 I agree with Ian's comments as to what was said about upgrading the earningdavid alexander-1/25/2000
2611 SVGI does have a potentially new lithography customer. Russ said he couldn'Qualified Opinion-1/25/2000
2610 Ian, Incremental revenue gains will have a major positive impact on earningsQualified Opinion-1/25/2000
2609 David, The guidance sounded quite explicit to me. Russ stated that there appeIan@SI-1/25/2000
2608 They're probably busy getting out of ASML and getting into SVGI before theQualified Opinion-1/25/2000
2607 Really...crazy. 23 1/16 x 23 7/16. Whos the SVGI MM? Smokey & the Bandit? BMikeyT-1/25/2000
2606 I felt that the call was too rambly and meandering. Questions asked about expandavid alexander-1/25/2000
2605 Maybe the stock is selling off because the analysts still aren't giving it marquis103-1/25/2000
2604 Exactly my thoughts. Why is the stock selling off? SVGI just "don't MikeyT-1/25/2000
2603 Great buying opportunity on overall market weakness Sequential revenue and earQualified Opinion-1/25/2000
2602 Okay. So what ails this stock now? Seemed to be a decent report. Can't umarquis103-1/25/2000
2601 Mercury platform with high throughput at 193nm & 157nm.... should open up Qualified Opinion-1/25/2000
2600 Mercury platform will ship with three different light sources thinks will impdavid alexander-1/25/2000
2599 Q's: 15-17 range over last 2 qtrs for litho expect at least this rate thidavid alexander-1/25/2000
2598 questions: Order Rates -- Track down slightly from strong fourth quarter, Litdavid alexander-1/25/2000
2597 Conf. Call Notes as we go along: margins >40% receivables days out down todavid alexander-1/25/2000
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