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Technology Stocks : Novellus
NVLS 2.400+2.1%Jul 24 5:00 PM EST
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To: Proud_Infidel who wrote (3529)12/1/2004 9:55:00 AM
From: robert b furman   of 3813
 
Hi Brian,

Amazing what 5-10 million in guidance can do.

I suspect this gradual improvement will appear in those companies that have made productive R&D expenditure.If these new products gain market share - the stock price will go up - even in a low growth (industry wide) era.

With expectations beaten down so universally for the last almost year - the pops from actual growth and exceeding lowered expectations will be most rewarding.

Needless to say to take advantage of a gap up in stock price one must already be in it and almost intuitive - or in my case long term buy and hold positional.

Lets let the good news roll and we'll slowly build wealth.

I'm just fine with being patient.

Bob

Thanks for the goods news.
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