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Technology Stocks : Novellus
NVLS 2.400+2.1%Jul 24 5:00 PM EST
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To: robert b furman who wrote (2980)10/17/2000 4:56:58 PM
From: Daniel G. DeBusschere  Read Replies (1) of 3813
 
I just became very long on NVLS today. Seems like a real bargain and the book to bill tells me that the future has some good odds for continued robust growth. It's my first semi equipment stock. I am using my fiber optic profits to fund this acquisition. What a change in fundamentals!!! From PE's of 800 to infinity to 15 to 18. With the communications market consolidating, I figure that there is a lot more market opportunity for semi equipment manufacturers than high speed optics or routers. At least this market is expanding in the number of buyers. If I can figure this out, then there must be others - I hope.
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