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Technology Stocks : Novellus
NVLS 2.400+2.1%Jul 24 5:00 PM EST
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To: A. Edwards who wrote (2155)4/19/1999 5:59:00 PM
From: Doughboy  Read Replies (1) of 3813
 
Loaded up some more shares at 47. My cost basis is 52ish for all my shares. From what I read, there is a fundamental investment mistake occurring here; investors are fleeing the semi-equip sector because of AMD and Intel's problems and the continuing DRAM bloodbath. But the reason the chipmakers are suffering is not because of slack demand; they are having trouble because they are all pouring chips onto the market in a bloody price war. Net-net, the price war is a boon to the equipment makers. They are the "arm suppliers" to this war, and they benefit regardless whether Intel and AMD blow each other apart. Still see some near term weakness (as low as 40?) but we're going to be back in the 70s or 80s by year end, IMO.

Doughboy.
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