Novellus Message Board - Msg: 15332390

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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 (3179)	2/10/2001 5:27:35 PM
From: Henry D	Read Replies (1) of 3813

Bob, i think last week on COHU thread i mentioned IBD ranked semi equip in the 80's and how it was a scary parabolic jump from 180's. i mentioned i expected a pullback, consolidation. after friday, semi equips dropped to 120's on the IBD. continued pullback is possibly. MOT is laying off folks in the semiconductor unit. i will set those "low" limit orders in case of a big spike or wave down. might see that in March at preannouncement season. i still got my NVLS hi at 45!!! but if it drops back to 25 to 30, i will add more. my current holdings: COHU, TER, KLIC, AMAT, NVLS, MTSN, MKSI, HELX. OT: do u sell cars in Southern california? i might be looking for a new car. Henry

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