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Technology Stocks : Novellus
NVLS 2.400+2.1%Jul 24 5:00 PM EST
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To: Dale Baker who wrote (2162)4/20/1999 11:43:00 AM
From: Steve Fancy  Read Replies (2) of 3813
 
With all due respect to Skeeter, folks have to keep in mind that Skeeter used to hold June 40 puts. PC demand won't fall to it's knees, in fact with Asia and Latin America improving, incredible upside likely in new sales. I expect huge increase in PC demand heading into 2000.

Why some think the technical revolution of the last 20 years will come screaching to a halt is beyond me. I was wrong on CPQ though.

regards,

sf
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