Novellus Message Board - Msg: 22101844

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Novellus

NVLS 2.400

+2.1%

Jul 24 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: BWAC who wrote (3623)	1/26/2006 10:54:52 AM
From: Kirk ©	Read Replies (1) of 3813

Burning cash to get higher EPS is an old trick. I was not impressed that they didn't mention options expense in the press release. I own some ALTR and they at least mentioned that the volatility of the share price would make estimating their future earnings difficult... in recognition that they have a lot of options. I have no interest in adding NVLS to my portfolio until I can see a clear path to earnings growth from operations not buying back shares with cash. LRCX is showing earnings growth with options expensing so I am happy with a large position in that stock. Until more like me stand up and tell the companies we won't touch their option loaded shares.... what is to stop them from continuing to give shareholder wealth to insiders via options? Until then, I'm only interested in this type of stock if its price is a very, very fat pitch down the middle... say a low PE and low PEG and low Price/sales with options expensed.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next