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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 (3571)5/6/2005 10:35:23 AM
From: Proud_Infidel  Read Replies (1) of 3813
 
Re: As is pointed out in the article, NVLS believes it has a superior product for 65nm and expects a significant revenue ramp in 2006.


Lam also thought they had a competitive product in CMP with the Teres. What management says on a CC with analysts may be different that what is reality on the ground however.
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