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Technology Stocks : Novellus -- Ignore unavailable to you. Want to Upgrade?

To: Steve Fancy who wrote (2259)	6/8/1999 3:44:00 PM
From: HerbertOtto	Read Replies (1) \| Respond to of 3813

Steve, NVLS correction is complete. We may get a pull-back to 52, but maybe not. Remember that Chip-Eqpt stocks are one of the few groups that do well in an environment of increasing interest rates. At least after the first bump-up in rates. Once the momentum crowd gets wind of this, the big 4 should surge. AMAT, KLAC, NVLS, TER. Looking over the numbers for these stocks, it looks like NVLS should be priced at 70+ right now. I may be prejudiced. Good luck, NVLS longs! Herbert