Novellus Message Board - Msg: 24744984

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Technology Stocks : Novellus

NVLS 2.400

+2.1%

Jul 24 5:00 PM EST

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From: etchmeister	7/10/2008 1:18:05 PM
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Banc of America Sec Action Company Ticker Ratings Change Price Target Initiated Novellus NVLS Sell Initiated Lam Research LRCX Neutral Initiated Varian Semi VSEA Neutral Initiated Verigy VRGY Neutral Initiated Kulicke & Soffa KLIC Neutral Initiated Eagle Test Systems EGLT Buy Initiated Applied Materials AMAT Buy Initiated KLA-Tencor KLAC Buy Downgraded Manpower MAN Buy » Neutral The move to copper will have losers and winners or it just might be a wash: just to illustrate in case AMAT has the Al etch business as well as Al deposition business they are going to loose two major applications. On the other hand AMAT will probably get new business: copper CMP One needs to have avery detailed knowledge base to analyse who would be potential winner or loser. My gut feeling is that both NVLS and LRCX will benefit more than AMAT though Fitz throws out a buy for AMAT and a sell for NVLS. AMAT quit copper deposition and is struggling with oxide etch; LRCX and AMAT were always neck on neck in Al etch; I recall Newberry mentioning that LRCX was walking away from Al etch business because of low margins...it probably went to AMAT...

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