Novellus Message Board - Msg: 20815641

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Technology Stocks : Novellus

NVLS 2.400

+2.1%

Jul 24 5:00 PM EST

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To: Cary Salsberg who wrote (3531)	12/1/2004 9:56:13 AM
From: Kirk ©	Read Replies (1) of 3813

"Why are you comparing "shipped" to orders? Orders for Q3 were higher than the shipped number, so things are even more "serious" than you suggested." A typo, chill out. I did the calculations for revenue which should have made it clear. My bottom line conclusion was things are better than expected which I doubt you object to. Why are you talking about UTEK here? I sold some of my UTEK shares at $30 and $35 about a year ago. I recently added UTEK shares at $13.05 and see they are now at $17.55 so I've made a 34% gain on those. I also bought some at $16.XX so those too are up. Are you objecting to this or just defensive since I've made good money trading UTEK and LRCX while your favorites have done little? My current thinking is UTEK and LRCX will probably lead the recovery then I will take profits and perhaps buy some NVLS which should be starting to see some CMP revenue kick in from buying SFAM to get technology they were unable to develope on their own. If not, I suspect my AMAT shares will be doing well enough from its share of the CMP market. I may not buy NVLS and just let AMAT go higher without taking profits since they seem to track fairly well. This could save on taxes.

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