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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?


To: Proud_Infidel who wrote (17228)1/17/2006 4:03:42 PM
From: Gottfried  Read Replies (2) | Respond to of 25522
 
Brian, NVLS - according to this analyst the cycle has topped or is close to topping >we recommend that nimble investors take a long position in the stock ahead of the earnings call for a quick trade."

The analyst raised 2006 EPS estimates to $1.52 on revenue of $1.59 billion, up from EPS of $1.46 on revenue of $1.56 billion. For 2007, the analyst introduced an estimate of 91 cents on $1.34 billion.
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I need a better magnifying glass to see those tops.



To: Proud_Infidel who wrote (17228)1/17/2006 11:20:52 PM
From: etchmeister  Read Replies (2) | Respond to of 25522
 
I believe NVLS upside will come from "Mintel" - a state of the art NAND fab based on copper interconnects.
But I want to see some CMP orders - if NVLS can give some good guidance on how CMP is doing NVLS should play catch up.