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Technology Stocks : Novellus
NVLS 2.400+2.1%Jul 24 5:00 PM EST
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To: FJB who wrote (1756)1/6/1999 5:26:00 PM
From: yard_man  Read Replies (1) of 3813
 
>>My expectation was the low point in the business cycle for the equipment companies would be in either September or the December quarters. And I think it's whether
December will be lower than September. Probably too close to call yet, but the real upturn should not begin until '99.<<

He obviously meant 2000 -- long term predictions such as this by industry execs ought to be taken with one very large grain of salt. I'd rather hear from AMAT -- their CEO seems to be more of a straight shooter ...
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