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

To: Carl R. who wrote (2291)6/29/1999 7:36:00 AM
From: orkrious  Read Replies (2) | Respond to of 3813
 
Carl, NVLS may not have acted like its old self since the secondary, but its price since the Oct '97 low tracks perfectly with KLAC. What it isn't doing is keeping up with AMAT.

techstocks.com

Jay



To: Carl R. who wrote (2291)6/29/1999 9:08:00 AM
From: Ian@SI  Respond to of 3813
 
Carl,

Do you have a position in NVLS?

No. Either I've had too much margin or NVLS price was too high.

And now I'm not sure I'd want to buy.

AMAT is getting its act together on copper. MTSN is beginning to look like a formidable competitor. Of the 3, I believe there's more upside in MTSN.

But then I hold MTSN, so I'm obviously biased.

Ian.


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