>> Very likely the hedge funds were putting this out, and maybe our visitor was here checking it out.
"Visitor"? You make me sound like an extraterrestrial :)
I have another explanation - maybe you guys are a little paranoid.
We are not a hedge fund and we do not operate on "rumours".
>> further hints at impending doom
I guess you are talking about posts on other threads by other posters, for I do not remember saying anything about "impending doom". Only that I did not see a recovery in the short term and that the valuation was high according to its current prospects.
If you have reason to believe otherwise, I would be interested to hear about it.
By the way, NVLS's announcement after close yesterday did not fill me with optimism for the short term:
thestreet.com
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In October, Novellus said it expected orders to come in flat to down 10% for the December quarter. Some of its peers in the equipment sector are bracing for worse, with Lam Research predicting orders will slide around 15%, and Applied Materials guiding for bookings to drop 20%.
"Business levels are flat, with improving profitability due to cost containment," CEO Richard Hill said on its conference call. "Whether you look at the U.S., Asia, Europe or Japan, the overall economic conditions are tentative, and as a result, there are very conservative investment scenarios being played out by our customers."
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I take this last sentence to mean "no increase in demand to be seen". |
