Novellus Message Board - Msg: 24632480

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Technology Stocks : Novellus

NVLS 2.400

+2.1%

Jul 24 5:00 PM EST

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From: etchmeister	5/30/2008 1:48:08 AM
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Richard Hill As I’ve said before, by the middle of next year I think you will see a vast majority of all Flash being at copper and within another year you will see a vast majority of all DRAM being at copper. and later in the call: James Covello - Goldman Sachs I’m curious if you have any preliminary thoughts on what 2009 CapEx could shape up to be. Historically some equipment downturns have typically lost it for more than a year so I’m curious whether you have any thoughts, what would have to happen for 2009 to be another down year or whether you think we will have gone through enough of a correction this year for 2009 to be up meaningfully. He does not seem to have a fucking clue - as an analyst he should be able to figure out some conclusions from statement given - is he dumb or ignorant.

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