Novellus Message Board - Msg: 16105641

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Technology Stocks : Novellus

NVLS 2.400

+2.1%

Jul 24 5:00 PM EST

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To: Leonard Nitowski who started this subject	7/20/2001 11:43:04 AM
From: Kirk ©	Read Replies (2) of 3813

What will NMLS do with the money raised in the secondary? NVSL leads in Copper I've read. CMP is a key process step and I think they have to buy the tool from from LRCX, AMAT or SFAM as I can't imagine delivering a copper layer without etching it and making it flat. SFAM can be had for a song ($94M mkt cap but would take a premium to get enough shares....) Who likes to give money to competitors to make your wonderful process work? Might make more sense for NVLS to buy SFAM rather than LRCX who I originally thought might be buying when they did their secondary. What other process steps do they need to fill holes?

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