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

To: zeuschan who wrote (1349)1/27/1998 3:45:00 PM
From: Doug Skrypek  Read Replies (2) | Respond to of 3813
 
Asian orders will be lower, but NVLS will manage their costs.
The migration to .25u will help NVLS, copper will help NVLS,
the addition of Varians PVD line will help, they have an awesome
balance sheet. Sure it may get a little hairy, but thats what markets
are all about.
Take advantage of any serious selloff, mid 20's, and buy more.
Thats what I will be doing!



To: zeuschan who wrote (1349)1/28/1998 12:14:00 AM
From: Todd D. Wiener  Read Replies (2) | Respond to of 3813
 
It's likely that the earnings trough in 1998 will occur in Q3, so the stocks should complete their basing pattern by the end of Q1. From that point, there should be a bumpy road upwards, as a sustained rally occurs across much of the chipequip group. NVLS is excellently positioned, as is AMAT. 1999 should be a very good year for NVLS, with 2000 being even better.

Todd


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