Novellus Message Board - Msg: 8057521

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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 (1954)	2/26/1999 3:43:00 PM
From: yard_man	Read Replies (1) of 3813

the problem is the equip guys are not getting orders anywhere near like what they used to get any time soon and some can be cancelled if we slump -- this has been a false turnaround IMO it will be a little while before this is recognized and there is still time to trade these stocks a little, but they are priced like a genuine turnaround is underway ... PC margins are gone and gone for good -- plenty of PCs will be sold of course, but they are becoming more like TV, etc. -- the days of huge revenue and profit growth are over PC makers are still a good short from here -- they are just getting started

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