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


To: Justa Werkenstiff who wrote (1339)1/19/1998 9:40:00 PM
From: 16yearcycle  Read Replies (1) | Respond to of 3813
 
Well, they did talk to Wu, who was there.Perhaps he spoke to nvls seperately.

It had the feeling, imo, that management is happy with how things are going, but they don't want to stun the investment community with suddenly bad news. I think they will be stunning everyone with positive news within 3-6 months.

KLAC will be important tom., too, for another perspective.