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To: Bill Harmond who wrote (87970)	12/19/1999 3:39:00 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 164684

Someone on the Nvls thread pointed out that if Nvls was given a similar forward pe as Amat, Nvls would be at 250. Nvls could have been bought for 400 million back in 1996. I love those equip stocks. Another fun one to grab is Klic after sell offs. They give it away for so little that you'd violate sec disclosure if you bought all you could. Then it jumps 7x.

To: Bill Harmond who wrote (87970)	12/19/1999 4:21:00 PM
From: H James Morris	Read Replies (1) \| Respond to of 164684

As usual "King William" your pontificating again. I own Amat,Klac,Nvls,Asyt,Pria,Ter,Cymi,Cohu and a whole bunch more semi eqp mfg's, even Sfam which is still down. There's a ton of business for all, and this sector has been hot since the Asian meltdown began to reverse. But, to sit there on your throne and flip out that Nvls is taking market share away from Amat is ridiculous. That's like saying Linux is taking market share away from Msft. Sure they are, but do you think us Msft shareholders gives a s&^t? Have you noticed how Amat's stock has done while "Novellus is taking share from Applied in Applied's strongholds"? Now don't get me wrong I love Nvls. As a matter of fact every point it goes up excites me. If you want to know more about this Sector? Leave TMF alone for a while, and subscribe to Infastructure. Infras.com Ps Re Mary Meeker. Did you notice what she had to say about the lack of Amzn's positive cash flow? That's another subject you've come over to have knowledge of. Do you want me to go back and show you where you've told Glenn and I several times that Amzn is cash flow positive? <<They will also be tested to prove that their inventory doesn't get out of control. And they will have to demonstrate how the business is going to get more efficient. And how it will ultimately become cash flow positive.