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Technology Stocks : Semi Equipment Analysis
SOXX 316.33+1.3%Dec 10 4:00 PM EST

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To: cluka who wrote (43911)3/27/2009 3:03:44 PM
From: Donald Wennerstrom  Read Replies (1) of 95561
 
He has obviously been very negative on the company compared to the consensus estimates for NVLS.

<<he now sees NVLS losing $1.95 a share in 2009, versus $2 previously; for 2010, he now sees a loss of $1.45, versus $1.63 previously.>>

As of the last week report, the consensus estimates for NVLS were -1.52 this year and -0.19 next year. NVLS reports on a calendar FY ending in December.

I don't know the potential for acquisition of NVLS one way or the other, but I would expect several acquisitions of semi equip companies before this year is out. There are too many of them in trouble losing money and they need a helping hand.

Don
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