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

To: Steve Fancy who wrote (2434)	10/11/1999 4:28:00 PM
From: Sonki	Read Replies (1) \| Respond to of 3813

Nvls is going to pull up our SOX tomorrow.. Congrats..

To: Steve Fancy who wrote (2434)	10/11/1999 5:31:00 PM
From: Tony Wang	Read Replies (1) \| Respond to of 3813

These earnings were huge. This is like Oracle last quarter. The revenues and operating profits shows that the semiconductor industry is in a bull market. If AMAT comes out with similar earnings type, these stocks will go to substantial new highs. Perhaps the Taiwan earthquake will cause DRAM manufacturers to buy more semiconductor equipment to replace those damaged or destroyed. And if DRAM prices remain high, then they will not be afraid to spend in the 4th quarter to meet demand. Looks like all the pieces are in for a continued bull market in these guys.