Novellus Message Board - Msg: 8654183

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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 (2096)	4/1/1999 12:03:00 PM
From: Dave Chanoux	Read Replies (2) of 3813

I've never been a fan of Lam Research, probably because it doesn't fit my investment objectives. It would offer Novellus a broadened product line into Etch products. Right now Novellus applies films. The end. Other equipment decides where to put the films (Lithographers), takes it off (Etchers) and lots of other process steps. Lam comes with lots of debt. The last report I saw (3/98, not a typo, a year ago) listed $340 Million in debt or about $9 per share. The debt has come in part from acquisitions. Dri-tech is in our area and is one I have a small bit of knowledge with - not well integrated with the west coast operation in my opinion. I would hope there are better candidates for me to end up owning with my NVLS shares. Just my opinion. Regards, Dave Chanoux PS to Steve - you seem to have gotten much more active in options over the past several months. Are you doing ok? Still have that Alcatel (I do)? Dave

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