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

To: Sam Citron who wrote (3578)	5/6/2005 2:15:14 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 3813

RE: "An even bigger concern to me is whether AMAT's vast scale and scope give it abiding competitive advantages over its competitors." The data below are annual sales for AMAT for 10/31/95 through 10/31/04 with 2 years of ML sales forecasts and annual sales for NVLS from 12/31/1994 through 12/31/04 with 2 years of ML forecasts. During those periods, including the forecasts, AMAT went from ~10 times NVLS's size to ~5 times. I never said to buy only NVLS, but it has produced an enviable record while going head to head with a pretty amazing company. I think NVLS is getting better. I suspect Sass Somekh thought so, too, when he moved there. $3,062 $4,145 $4,074 $4,042 $4,859 $9,564 $5,096 $5,062 $4,477 $8,013 $7,331 $8,450 $225 $374 $462 $534 $519 $593 $1,174 $1,339 $840 $925 $1,357 $1,370 $1,620