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Pastimes : Clown-Free Zone... sorry, no clowns allowed

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To: At_The_Ask who wrote (168305)5/26/2002 3:15:39 PM
From: maceng2  Read Replies (2) of 436258
 
NVLS CC tuesday afternoon.

Yep, and the semi equip longs have mentioned that to me too. Also... have been looking at the NVLS yahoo board amongst other things... and the word is NVLS news looks good.

NVLS well respected even amongst low tech guys. They make "justgottahave" type stuff. See the "concept one" info.

novellus.com

So lets not act surprised if the whole semi equip sector takes a moonshot on the news....Just a wild guess on my part (at best) though.

Staying short LRCX, got otm calls on ADI, may pick a few more tech calls if any bargains are showing. Any profits on the long side will be used to short more in the semi equip sector.

best of luck.
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