Strictly: Drilling and oil-field services Message Board

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Gold/Mining/Energy : Strictly: Drilling and oil-field services

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To: jim_p who wrote (82091)	12/19/2000 8:56:44 PM
From: sportsman	Read Replies (1) of 95453

Jim, OT tech A better choice than AMAT would be NVLS. Novellus has been winning the war in copper against AMAT. Novellus will also hold up better in a sustained downturn due to new products. A very interesting tech play is COMS. They are trading around 1X revenues with around $8 a share in cash and no debt. They could possibly buy back almost all of their shares with cash and retain their business and some lucrative real estate. They report tomorrow and have already warned due to softness in their networking business. They also have a new internet appliance (Audrey) that has just hit the market and is selling briskly. I believe this is a great long term value play and could rise nicely in January. Their conference call tomorrow will be worth listening to for anyone interested. By the way, it is trading at $8. Good luck, Sportsman ps. sold 2/3 of my oei yesterday thank goodness. OEI could have a difficult time breaking out of this trading range until some of their new discoveries come on line in 2002.

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