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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Ray Trevisani who wrote (31529)	7/21/1999 12:01:00 PM
From: marc henschke	Read Replies (1) \| Respond to of 70976

The $9 plus haircut that NVLS experienced after meeting estimates and confirming dramatically improving fundamentals is a joke. It represents momentum players of the type inspired by Cramer who played the stock for a quick hit upside earnings surprise and then departed in droves once earnings were announced. I would submit that such momentum players don't understand NVLS, don't understand the semi-equipment industry, and, much to their eventual regret, don't understand the fact that NVLS quite conceivably will bounce back to appreciate something in the neighborhood of $30 to $50 per share before the year is over.