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

To: BWAC who wrote (3264)	7/21/2001 5:50:36 PM
From: semi2000	Respond to of 3813

NVLS convertibles.. One other thing it tells is, ML is involved in making deals from both mouths. I wonder how much they have known about NVLS financials to make contarary statements about SEM in general. On the other hand whay is NVLS going with ML? Same with ASYT. If I see any up/downgrade on any SEM by ML it is going to confuse hell since they already got buyers of bond who must have been painted rosy picture. May be going is so tough for ML they are cutting far better deals just to keep business going. Certainly if Intel is nailed for capex, where is NVLS getting business from? (may be AMAT is major winner of Intel capex)