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Technology Stocks : Novellus
NVLS 2.400+2.1%Jul 24 5:00 PM EST
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To: SemiBull who wrote (3418)4/18/2003 9:55:38 AM
From: robert b furman  Read Replies (2) of 3813
 
HI Semi,

There is a real horse race going on here.

Last week there was an article stating Amat was taking from Nvls.

The bottom line will probably require the other small players to sell,merge or go broke.

I'm afraid this game will go to the financially strongest - due to the increasing attrition rate being brought on by further delay in the SCE recovery.

Tie goes to the 800 pound gorilla (Amat) with the 600 pounder still looking young and strong (Nvls).

BWDIK

Bob
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