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Technology Stocks : Semi Equipment Analysis
SOXX 316.33+1.3%Dec 10 4:00 PM EST
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To: orkrious who wrote (2829)4/18/2002 10:38:23 AM
From: Cary Salsberg   of 95565
 
NVLS and WSJ

1. NVLS CEO has been the most candid and accurate of the CEOs of the major semi-equips; I believe he is telling the honest truth.

2. NVLS has a long track record of superior performance in general and particularly during down periods. It stems from their technology leadership positions.

3. NVLS stock is very highly valued so it is expected that the CEO will sell. After all, he is smart enough to be CEO.

4. The only time most of those analysts can "tell a crook when they see one" is when they are looking in the mirror.
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