Novellus Message Board - Msg: 17142877

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Technology Stocks : Novellus

NVLS 2.400

+2.1%

Jul 24 5:00 PM EST

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To: HoodBuilder who wrote (3303)	3/3/2002 10:29:39 AM
From: Proud_Infidel	Read Replies (1) of 3813

By all means, please short it and make a killing. Anyone looking at EPS at this point in the cycle does not have a clue IMHO. I am stating the obvious here and don't mean to insult those who follow this sector, but I will state it anyway. We are coming off the largest drop in the history of semiconductors. Using EPS to attempt to value a highly cyclical company/sector at the trough in the cycle is a sure way to lose your shirt if you use this and this alone to claim that the company is overvalued.....or better yet a "bubble." The future is brighter than ever for IC's, yet Fleckenstein as usual cannot even see a glimmer of light. Brian

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