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Technology Stocks : Novellus
NVLS 2.400+2.1%Jul 24 5:00 PM EST
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To: Kirk © who wrote (3626)1/26/2006 12:39:31 PM
From: Cary Salsberg  Read Replies (1) of 3813
 
RE: "...unless someone can make a good case."

I have made a "good case". NVLS has the best development team, has shown the best growth over the past 10 years, and will show the best growth, by far, over the next 10. Also, price to book is not far from historical trough levels.

During the two most recent conference calls, CEO Hill has credited LRCX with eating AMAT's lunch in etch. NVLS has received inordinate competitive attention from AMAT. Hill is trying to move some of that focus to LRCX and etch. I suspect that AMAT recognizes their strongest competitor, even if you don't, and will not turn any attention away from NVLS. With all due respect to AMAT, they are making a mistake.
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