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Technology Stocks : Novellus
NVLS 2.400+2.1%Jul 24 5:00 PM EST
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To: Steve Fancy who wrote (2335)8/5/1999 7:34:00 PM
From: Ian@SI  Read Replies (1) of 3813
 
Most likely means of finding out, if we ever do, is if one of the analysts does a little public gossiping; or congratulates management on the INTC win during a conference call. Such a compliment would be greeted by the response, "Thanks, but we're not allowed to comment on that."

The other means of finding out may be the 10Qs or 10Ks; looking at sales and doing some inference as to who the customers would most likely be.

In any case, it really doesn't much matter as long as NVLS keeps growing its share.

FWIW,
Ian.
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