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Technology Stocks : Novellus
NVLS 2.400+2.1%Jul 24 5:00 PM EST

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To: Zeev Hed who wrote (3260)7/21/2001 1:39:18 PM
From: robert b furman   of 3813
 
Hi Zeev,

That's why I was working on a bar napkin.ggggg

I didn't know the conversion.Your number checks out.That is a stroke genius when it comes to raising money.I think the desire to have the stock is the motivator - I think there is a plan on the table that has yet to be announced and some big players like what they see.

It is encouraging to see that some people with a lot of money are desirous of Novellus's stock more than they are 800 million dollars (with out an interest rate return).That certainly is a bullish argument for the stock!!!

Thanks for the great detail.I don't fully understand what is going on here,but I'm feeling better about owning the stock.ggg

This now makes them a more compatible equal for a merger with Lam. BWDIK

Bob

One thing for sure with money rates as low as they are - NOW IS THE TIME TO RAISE MONEY!!!
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