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

To: Ian@SI who wrote (2290)	6/28/1999 10:35:00 PM
From: Carl R.	Read Replies (2) \| Respond to of 3813

Do you have a position in NVLS? To me this stock really hasn't acted like it's old self since the secondary. At this point I think the key for NVLS is the demand for Copper equipment. At this point the market seems to be anticipating that NVLS will not recover as fast as the sector whereas in the past they have recovered quickly. Or perhaps they are indicating that since NVLS seems to be getting some additional competition in CVD, perhaps NVLS won't earn margins that are quite as fat as in the past. I guess we'll see what earnings brings. In the meantime, I am long NVLS. Carl