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Technology Stocks : Stock Swap
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To: Andrew Vance who wrote (15364)8/24/1998 2:37:00 PM
From: Czechsinthemail  Read Replies (1) of 17305
 
I would love to add NVLS to your list.

AV, I know you like NVLS, but the stock has been relatively weak among the larger semi equips recently. The company seems to be facing some fairly drastic lowering of earnings estimates. I also have concerns that the longer it takes for major commitments to copper process technology the more likely AMAT is to be more significant competition in it. The lawsuits may not ultimately have that much impact, but they seem to add bad news rather than good to the story.

I'd appreciate hearing the positive view on it.

Baird

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