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

To: Platter who wrote (3081)12/4/2000 6:20:40 PM
From: Robert T. Quasius  Respond to of 3813
 
Took a position in NVLS today. I made a lot of money on stocks in this sector in a previous downturn, and right now I think the industry is very oversold. Also bought XLNX today, only to watch it drop in after hours trading from an earnings warning.



To: Platter who wrote (3081)12/4/2000 7:07:33 PM
From: Qualified Opinion  Read Replies (1) | Respond to of 3813
 
Relative basis ? Orders can be pushed-out and cancelled if we have a significant downturn. I guess the relative basis can change.

There is weakness being disclosed by companies in the PC and telecommunications markets. I remember seeing NVLS at less than $20 per share pre-split in 1998.


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