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

To: BWAC who wrote (11308)	8/28/2003 5:35:30 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95663

NVLS Novellus expects Q3 shipments of $210 mln, in line with prior outlook (40.85 +0.15) -- Update -- NVLS Novellus says it sees a "steady increase" in bookings going forward (40.85 +0.16) -- Update -- On call, NVLS says the bulk of that increase will lie in 300 mm... NVLS is down 1.08 to 39.77 in the after hours. I'm going to need to see a flying FU chart to know BWAC but I do agree that it is amazing what we as investors are willing to accept as good accounting when we pay x amount of dollars per share for those write offs. Still, technically things look good here for the stock and the market. NVLS is down after hours but it is not imploding. AMAT is down but not even below the LOD. I read a note from Briefing.com earlier today that I thought should be shared: Spoke to one trader this morning who was giddy over all the money he's made this year, but couldn't tear himself away from the market before participating in just a couple more short-squeezes. And that is the real story. Tomorrow a positive spin will be put on this NVLS conference call and they will try to squeeze the shorts again. RtS