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Technology Stocks : Novellus
NVLS 2.400+2.1%Jul 24 5:00 PM EST
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To: Henry D who wrote (1504)6/15/1998 4:32:00 PM
From: Matt Webster  Read Replies (1) of 3813
 
Rather impressive move in NVLS, since AMAT, TER, CYMI, KLIC and other semis were down. KLAC was the only other one that was up. Hope springs eternal, so I am hoping this signals consolidation. There are a lot of smaller companies that should be rolled up at these prices with debt/equity deals. I'm thinking of ASMLF, KLIC, TER and NVLS.

Matt
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