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

To: Kirk © who wrote (3534)	12/1/2004 10:45:25 AM
From: Cary Salsberg	Respond to of 3813

RE: "Why are you talking about UTEK here?" You added your charts of AMAT, NVLS, LRCX, and UTEK to the post. You were talking about revenue, so I thought a little historical perspective on UTEK's revenue might be useful to some who haven't followed it closely. RE: "My current thinking is UTEK and LRCX will probably lead the recovery..." UTEK is forecast to have $142M sales in 2005, up from $114M in 2004. Is that the "leadership" you are referring to? I am glad you are making "good" money. It serves as an illustration that one can make money by playing the volatility of mediocre companies. RE: "...from buying SFAM to get technology they were unable to develop on their own." You are fabricating, here. There is no indication that they were "unable" to do anything. NVLS didn't try! LRCX tried and failed! They were "unable". NVLS has developed quite a number of products on their own and have taken SFAM's failed business and turned it into a competitor in CMP by applying the same R & D that develops new in house tools.