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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 (1887)2/14/1999 6:02:00 PM
From: Henry Eichorszt  Read Replies (1) of 3813
 
FROM NEW YORK POST 2/14/99- ...

The room was packed with portfolio
managers, many of whom were standing in the back as seats had run out.
Most of the value-fund managers stayed on to hear the next presentation
in that particular room, from Novellus Systems, which makes the
technology used in the manufacture of semiconductor chips.

One of the managers I spotted was Chris Davis, who in his role as
portfolio manager of the Davis NY Venture fund is Novellus' biggest
shareholder.

"This is a great company," Davis said.

I agree. Despite its 34 percent run-up since the beginning of the year,
Novellus is not overvalued. Its price/earnings ratio is 42.82,
significantly lower than other technology stocks.
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