SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Novellus -- Ignore unavailable to you. Want to Upgrade?


To: Pam who wrote (3700)5/30/2008 11:02:20 PM
From: etchmeister  Read Replies (1) | Respond to of 3813
 
Some analysts are pretty smart at poking the management and looking for subtle hints about the state of the business or what's in the pipeline.
No doubt and I'm not throwing all analysts into the same bucket -

one thing though I like to figure out is why Goldman sachs was listed as one of the TOP INSTITUTIONAL HOLDERS of NVLS a quarter ago or so - do you think sell side accumulates slowly just to accelerate panic dump - that's what it looks to me.
Covello is asking the same question over and over again - he seems incapable to draw his own independent conclusion

Message 24528494