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

To: Grandk who wrote (2374)	9/8/1999 10:45:00 PM
From: Alan Gallaspy	Read Replies (1) \| Respond to of 3813

Anyone see a short term pullback? You are probably right that you made a mistake. I think you sold just as the party is getting underway and that there will be some extremely good news come next earnings report. I think that there are only two things that could spoil the next few months and that would be 1. Significant penetration in the Cu market by AMAT 2. Novellus's own suppliers being backordered for subassemblies thus holding up shipment to NVLS's customers. So far, there have not been any signs of either of the two happening.