Novellus Message Board - Msg: 17335832

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Technology Stocks : Novellus

NVLS 2.400

+2.1%

Jul 24 5:00 PM EST

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To: Steve Fancy who wrote (3330)	4/16/2002 5:08:35 AM
From: robert b furman	Read Replies (1) of 3813

These prices have anticipated the bottom.Now that that is confirmed the next consolidation will anticipate the return of high profitability. Remember huge cost savings (people reductions) have already been implemented.As Morgan says when they come they all come at once. 300 MM will force alliances and all major players to up the investment cycle: Intel's 2.4Ghx Pentium IV for sale this month (from 300MM fab. TXN yesterday announced their 300MM fab was coming on line. Infineon is close as well. Yield efficiencies will force others to "HAVE TO" accelerate the plans. You have to pay to play and the players are already on the field. It is catch up time for the laggards - they're just finding out. The new cycle begins and Mr. Market will anticipate it. JMHO Bob

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