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


To: Alan Gallaspy who wrote (2375)9/8/1999 10:54:00 PM
From: Gary D  Read Replies (1) | Respond to of 3813
 
Alan, re: "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 upshipment to NVLS's customers."

How about a broad market correction?

Regards, Gary