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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: BWAC who wrote (7203)11/26/2002 10:52:32 PM
From: Sarmad Y. Hermiz  Read Replies (1) | Respond to of 95531
 
>> Ok you know, I saw something much different from the new poster. I took the sudden rash of NVLS Question posts on several different threads to be up front at first. But as the day went on, and all positive or neutral NVLS answers were met with further hints at impending doom,
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Exactly. It seems a rumor was circulating in the bear threads for a warning re Novellus revenue.

siliconinvestor.com

Quote:
"Factor in that story of some internal memo being circulated that mentioned a huge revenue drop in 2003. It was probably bogus..that is my guess."

Very likely the hedge funds were putting this out, and maybe our visitor was here checking it out.



To: BWAC who wrote (7203)11/27/2002 2:11:04 AM
From: Cary Salsberg  Respond to of 95531
 
RE: "It all began to smell like a really shady attempt to sway opinion..."

I think this thread is the last place to try that sort of thing. I didn't see anything but an honest attempt to elicit an opinion here.