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Technology Stocks : Novellus
NVLS 2.400+2.1%Jul 24 5:00 PM EST
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To: Michael Young who wrote (3233)6/1/2001 12:05:54 AM
From: Jerome   of 3813
 
>>>Analysts were not very encouraged<<< That's good... I have never been impressed with the analysts at any given time. Their credibility is probably about 1.2 on a scale of 1 to 10.

My observation would be this. In spite of the difficult times for the next two quarters for the semi-equipment companies, NVLS is in better shape for the next two quarters than many others including AMAT. They are earning more and taking market share. LRCX would be my second choice in this area. This is not to put a knock on AMAT, but to point out the changing market environment that is in place now. Five and ten year charts of all these companies are not the answer. The question and the answer is: WHO be be doing well for the next year or so. Beyond that its another game.

Best I can tell Ya.... Jerome
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