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To: Demosthenes who wrote (3072)11/30/2000 9:16:21 PM
From: trilobyte  Read Replies (1) | Respond to of 3813
 
thanks!

I agree, the stock price does not reflect in any way the
company's performance. We are priced for a significant
downturn coming soon. Only problem is NVLS keeps getting
new orders and sees maybe a pause, but no downturn.

Do you, or any of the posters here have an idea of
the competitive landscape for NVLS. How does their
copper interconnect product compare to AMAT's?
They seem to insist that they were gaining market share;
who's losing it?

Trilobyte



To: Demosthenes who wrote (3072)12/1/2000 12:26:57 PM
From: Henry D  Read Replies (1) | Respond to of 3813
 
with SAB101 accounting, i wonder if this would freak investors out next year when earnings come out? isnt SAB101 accounting more "conservative" to EPS?


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