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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: marc ultra who wrote (6850)	7/17/1999 8:01:00 PM
From: Justa Werkenstiff	Read Replies (3) of 15132

Marc: Re: " I'm still been participating especially with the big semi capex moving to highs and some good funds but I'm worried if NVLS earnings Justa mentioned, good or bad might start a little profit taking party in the sector." NVLS earnings aside (which I think will exceed the estimates), I do not see a correction of more than 10% in NVLS lasting no more than a few days. Why? Because I am confident at least that guidance will be excellent. More probable IMO is a new leg in NVLS price appreciation as we are now knocking at the old high. Also, if there is a takeover of SFAM by NVLS, we should know on Monday. SFAM moved its earnings reporting date behind NVLS which is interesting. I suspect if any such deal is for real, it will be a straight stock exchange deal and NVLS will try to do it on good news (read good earnings and guidance).

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