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Technology Stocks : Novellus
NVLS 2.400+2.1%Jul 24 5:00 PM EST
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To: Skeeter Bug who wrote (1704)12/18/1998 6:45:00 AM
From: orkrious  Read Replies (2) of 3813
 
Skeeter, re

when the slow boats figure out that pcs aren't selling very well to end customers

Intel has announced that they are selling every chip they can make. IMVHO, it is unlikely this is "channel stuffing," since today everyone carries as little inventory as possible. It is only a matter of time until the fabs start upgrading their equipment. It will either be upgrade your equipment to stay competitive or whither and die (or should I say twist in the wind like Slick Willie) <G>

Jay
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