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Technology Stocks : Novellus
NVLS 2.400+2.1%Jul 24 5:00 PM EST
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To: Jerome who wrote (3271)7/22/2001 8:26:11 AM
From: Zeev Hed  Read Replies (3) of 3813
 
Actually, LRCX is paying 4% interest and the premium to market price, at the time, was only some 30%, so NVLS' deal is much better. That "should" tell us, that the "market" supposedly think that NVLS will do much better than LRCX over the next few years or decades. I wonder how the "markets" could possibly know....(g).

Zeev
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