Novellus (NVLS) It's Day Is Here Message Board

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Technology Stocks : Novellus (NVLS) It's Day Is Here

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To: Stuart Scolnik who wrote (41)	1/7/1997 11:35:00 AM
From: Teri Skogerboe	of 59

Hi Stuart, You are asking the wrong person.....I am not able to time short-term trades.....However, Cary seems much better at it. Also, if you haven't done so, you could sign up for the 2-wk free trial subscription offered by Infrastructure (they follow semi-equipment companies very closely).....Last I heard they felt we are not out of the woods yet for the semi-equipment guys...possibly 2-3 more quarters of weakness in earnings....on this weakness, I intend to pick up more NVLS....Their web address is www.infras.com.....Please let me know what you think....Their top guy is Carl Johnson and he sometimes posts on these boards, I think. One more thing, as Cary earlier stated, I would rather err on the part of holding too much NVLS than too little....so, if I tried to take advantage of the price swings, it would be with only a small portion of my NVLS holdings...Just my opinion...Good luck, Teri

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