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Technology Stocks : Novellus
NVLS 2.400+2.1%Jul 24 5:00 PM EST
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To: Sam Citron who wrote (3661)7/18/2007 7:12:31 PM
From: Cary Salsberg  Read Replies (1) of 3813
 
Hi Sam,

I made it through the conference call with only a few small dozes which required me to go back and listen to parts again.

Positives:

1. FLASH is an application enabler and demand will outstrip supply, even with large capacities just added and to be added in the near future.

2. NVLS will be aided by the move to copper and 300mm in the memory area.

3. NVLS is the technology, reliability, and cost of ownership leader in the product areas they target.

4. Market success has been achieved in some of these areas and the successful formula should enable success in the other areas.

Negatives:

1. CMP has not met expectations.

2. NVLS has reduced the size of some available markets by introducing lower cost tools with much higher throughput. I suspect that the beneficiaries are the players in other segments. The customer can afford to allocate a larger portion of the equipment dollar to the inefficient segments because of the savings they get in the segments NVLS is in.
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