The Justa & Lars Honors Bob Brinker Investment Club Message Board

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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: Lars who wrote (4015)	3/20/1999 6:09:00 AM
From: Justa Werkenstiff	Read Replies (1) of 15132

Lars: " Nvls was undervalued at 53 and 54 in recent days probably because of their secondary offering in the market." Have to agree with MGJ that NVLS was undervalued at that price but only insofar as it compared with AMAT's stock price then. NVLS historically trades at a premium to AMAT. I think TER under $50 and NVLS slightly above $50 are good buys in this market in the large cap arena. With that said, the bookings in the last BTB -- especially at the front end -- are not going to do much to put these stock at record highs within the next month or so. The bookings were relatively flat but the big mo wants to see that sequential growth. Big mo has left these stocks for the time being.

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