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Technology Stocks : Novellus
NVLS 2.400+2.1%Jul 24 5:00 PM EST
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To: Ian@SI who wrote (2295)6/29/1999 6:00:00 PM
From: Cary Salsberg  Read Replies (2) of 3813
 
Ian,

I keep thinking of the oft repeated LRCX-NVLS merger rumor. I have always believed that a prerequisite (for LRCX) was a LRCX price high enough for a 1-1 stock swap. LRCX has moved into range and appears strong heading into earnings season. I wonder if merger considerations have held back NVLS stock. With AMAT emerging as the one stop shop, competitors must join and pool their resources. I agree that the street doesn't know about MTSN, and I expect AMAT's presence and success and NVLS's need to respond (meerger?) are affecting the price.

Cary
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