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Technology Stocks : Stock Swap

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To: Andrew Vance who wrote (14468)6/19/1998 2:04:00 AM
From: jd  Read Replies (2) of 17305
 
Hi AV,
From the way the market has been going on lately I wanted your opinion
regarding NVLS. I know there is a joint venture with LRCX on the copper application.

Do you think during this summer stock transition, the price of NVLS maybe within $27 per share value. The current 52 WEEK low is around $28.5, Most semiconductor companies have already forecast a slower & lower
3th Qrt. That is to say most are performing even below their last year 3th Qtr -4th Qtr expectation.

Ideally would you say / suggest the time frame to buy stock's with-in this industry would be by the 3rd week after the SEMI-CON WEST show @ CA, and perhaps Late August to mid- September '98?.

Do you have a ideal stock valve to buy on NVLS?

Thanks AV
jd
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