Novellus Message Board - Msg: 7033250

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Technology Stocks : Novellus

NVLS 2.400

+2.1%

Jul 24 5:00 PM EST

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To: Steve Fancy who wrote (1726)	12/30/1998 1:55:00 PM
From: Skeeter Bug	Read Replies (1) of 3813

steve, i own june 40s. fair value is in the low $20s to high teens. the "recovery" is going to take much longer than most think and i feel that there will be bad pc related news in q1. having said that, cash inflows from people who think eps retractions are a good thing (s&p q3 earnings down, while at all time highs) may prop this up so i'll give them 6 months to figure out the obvious ;-)

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