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

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To: robert b furman who wrote (3274)7/22/2001 8:50:06 AM
From: Jerome   of 3813
 
Robert/James/Zeev....thanks for your inputs...I listened to to that copper inter connect program after the NVLS conference call. I hope that we lean more this week after LRCX reports. (Wed.?)

When the KLA Tencor deal went through there was no advance warning or indications at all. At that time I did own KLA and Tencor. Both stocks rose nicely till the deal was closed. At that time both companies were considered highly undervalued.(as were all the other semi's).

I bought more NVLS prior to the earnings at 49 and I believe that I will add more LRCX on Monday if its a down day, as I predicted on the CSCO thread. If I'm right I'll say it was obvious .If I'm wrong I'll say that predictions are worth what you pay for them. (g.)

Regards, Jerome
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