SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Novellus -- Ignore unavailable to you. Want to Upgrade?


To: Demosthenes who wrote (3074)11/30/2000 10:42:25 PM
From: mountyone  Read Replies (1) | Respond to of 3813
 
CU market,

Saw Semiconductor analyst from MSDW teleconference in Oct.
His indication was CU had only 5% market penetration for equipment.

He had strong recommendation for NVLS, convinced me enough to take a position in NVLS.