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

To: Proud_Infidel who wrote (3582)	5/9/2005 12:07:29 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 3813

RE: "Our checks suggest that Novellus is getting much more serious about margin improvement." Where do you check on margin improvement? Do you go to suppliers and get them to admit that NVLS has beaten them down on costs? Do you go to customers and get them to admit that NVLS has refused to discount in the face of competition and has raised prices where competition is weak? Maybe, you just listen to the CEO at the conference call say that they are putting in programs to make production more efficient and lower costs.