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Technology Stocks : Novellus
NVLS 2.400+2.1%Jul 24 5:00 PM EST
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To: Demosthenes who wrote (3072)11/30/2000 9:16:21 PM
From: trilobyte  Read Replies (1) of 3813
 
thanks!

I agree, the stock price does not reflect in any way the
company's performance. We are priced for a significant
downturn coming soon. Only problem is NVLS keeps getting
new orders and sees maybe a pause, but no downturn.

Do you, or any of the posters here have an idea of
the competitive landscape for NVLS. How does their
copper interconnect product compare to AMAT's?
They seem to insist that they were gaining market share;
who's losing it?

Trilobyte
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