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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 (3074)11/30/2000 10:42:25 PM
From: mountyone  Read Replies (1) of 3813
 
CU market,

Saw Semiconductor analyst from MSDW teleconference in Oct.
His indication was CU had only 5% market penetration for equipment.

He had strong recommendation for NVLS, convinced me enough to take a position in NVLS.
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