Novellus Message Board - Msg: 14571794

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Technology Stocks : Novellus

NVLS 2.400

+2.1%

Jul 24 5:00 PM EST

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To: matt dillabough who wrote (2914)	10/12/2000 10:24:58 PM
From: robert b furman	Read Replies (1) of 3813

Hi Matt, I too am perplexed - no hell ,I'm happy as can be.In april I paid 60 for nvls ( I took a loser on it for 2 points and bot it back at 44 - sold it at 58 - thought I was dumb blind and most of all lucky. Today I bot 1000 at 36 1/4 and right at the end of the day 1000 at 35 5/8. Today I don't feel lucky I'm just more comfortable. If you liked it at 60 you HAVE to love it at 36 !! At this price, Mr Market can reel and I will average down gladly. I can't remember a war or violence that has caused the market to plummet' that wasn't soon reversed to a favorable advance - I liken it to the assasination of Kennedy in 63. JUST NOISE but MORE Importantly A BUYING OPPORTUNITY !!! Does the damage of a destroyer and the fire effect from two Israeli helicopters impact the earnings of the companies that are providing the digital revolution. I think not.JMHO Heck we blew up the Chinese embassy ,and apologized for it! In the middle of a rally! These are great long term portfolio accumulation opportunities. Bob

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