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


To: etchmeister who wrote (29420)3/16/2006 4:52:15 PM
From: auriculatus  Respond to of 95622
 
Why fortunately?



To: etchmeister who wrote (29420)3/16/2006 4:55:46 PM
From: auriculatus  Respond to of 95622
 
NVLS has near record bookings, despite AMAT, yet the stock is a dismal performer. What about the quality issues that were supposed to get resolved throughout 2006 (remember the horrible call last October)?

Why are their margins so low despite these very decent bookings numbers?