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Technology Stocks : Novellus
NVLS 2.400+2.1%Jul 24 5:00 PM EST
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To: semi2000 who wrote (3191)2/16/2001 9:34:59 AM
From: robert b furman  Read Replies (2) of 3813
 
Hi Semi,

You can catch their news release here:

corporate-ir.net

This should be required listening to anyone who invests in semi equip co.

Its description of how competition ends up in double ordering is on the money.

I also think that in times of inventory draw down - new technology enhancements is "the only game in town".This was also reinforced by Jim Morgan (Amat's ceo) also.

With that theme and todays predictable drop. Future purchases should be those companies that have new technology that will kill old tech competition.Ltxx fusion is such new technology.IMHO Wireless and bluetooth's endorcement will be huge for LTXX.

I'm a buyer below 12 and salivating about an average down at 10. I was a sleep at the switch when it dipped below ten last time - won't miss it if it happens again.

I think Nvls is just such a company with their 300 mm and Copper being the future in this sector - especially in an inventory drawdown

Bob
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