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Technology Stocks : NOVA
NVMI 338.55-2.6%10:12 AM EST
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To: JakeStraw who wrote (36)2/20/2013 10:16:56 AM
From: robert b furman   of 42
 
HI Jake,

Should've known you'd be over here.

Nice forward view of business by CEO.

Growth drivers are smart phones 28nm going to 20 and the yield problems fabs are having - whhich require metrology products.

Here's the transcript from what appears to be a very solid company positioned in a good dgrowth sector:

seekingalpha.com

Bob
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