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Technology Stocks : Novellus
NVLS 2.400+2.1%Jul 24 5:00 PM EST

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To: Q. who wrote (1635)10/14/1998 5:59:00 PM
From: Dave Chanoux  Read Replies (2) of 3813
 
Here is a link to some history of DSO. Indeed 134 days is high, especially given historical seasonal fluxuations.

Message 5440181

Capacity and technologies businesses are very different, with the motivation for buying at opposite poles. The capacity business has been soft for a long time. How far can the technology carry the company?

Regards,

Dave Chanoux
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