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Technology Stocks : Semi Equipment Analysis

SOXX 316.33

+1.3%

Dec 10 4:00 PM EST

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To: Donald Wennerstrom who wrote (43912)	3/27/2009 3:38:44 PM
From: cluka	Read Replies (2) of 95561

I believe we have hit the bottom, I expected this run up in stocks and I see more upside still. That said, NVLS is not a company I would expect to do well. Look at their balance sheet [url]http://tinyurl.com/c2vrw6[/url], very weak, they need to raise cash. Who is going to pay $2.2B for NVLS? AMAT? No way. Long time ago there was a talk of LRCX, NVLS combo, LRCX is in no position to do this kind of a deal nor would they benefit from it. TEL? In all the years following this sector I have yet to see Japanese co. take out major US comp. I have a hard time believing they would want NVLS at this price. NVLS has a chance of going the way of MTSN, I would not be looking to buy.

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