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Technology Stocks : Novellus
NVLS 2.400+2.1%Jul 24 5:00 PM EST
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To: Leonard Nitowski who started this subject9/14/2004 8:29:42 PM
From: heavenly  Read Replies (1) of 3813
 
Bear Stearns & Co., Inc. (NVLS) JagNotes

NVLS: Reit Outperform - We are very encouraged, however, that in this cycle Taiwan has proven much healthier for Novellus than in earlier cycles, a trend that should bode well for the company as the foundries begin to return to the spending table in earnest next year
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