Novellus Message Board - Msg: 16109330

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Technology Stocks : Novellus

NVLS 2.400

+2.1%

Jul 24 5:00 PM EST

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To: SemiBull who wrote (3261)	7/21/2001 11:17:33 AM
From: Kirk ©	Read Replies (1) of 3813

I tend to agree and think that could be why so much was raised... At $3 the mkt cap of SFAM is $93M. Would the big shareholders take $21? Hard to tell the small shareholder you don't want to give them 7x their money and that would still only use half the money raised. What price would they take? I wonder what the business is worth? How do you sell Copper systems without a CMP process? Maybe the best price is to buy assets and then you don't get the lousy SFAM management? Are there any other glaring holes in their business? I don't follow NVLS that closely... I think Zeev's ideas make a great deal of sense also. There IS a great deal of money in money funds looking for a home and the current rate is not exciting. (3.8% at Vanguard majestic.vanguard.com ) but you can still get 6.3% in GNMAs or 6.08% in the total bond index fund but perhaps people want a 30 yr rate locked up in a good company? Kirk

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