Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: techpulse who wrote (1378)	2/11/1998 4:22:00 PM
From: Todd D. Wiener	Read Replies (1) \| Respond to of 3813

Today, FMR Corp. filed a 13G, revealing a 15% stake in NVLS. In another 13G filing, The Capital Group International holds an 8.4% stake. I am surprised at today's strength (of lack of weakness) in chip-equip stocks. I have absolutely no doubt that these stocks offer tremendous long-term (2-3 year) returns. The question is "When will the real, sustainable run-up begin?" It may not occur for another 4 months or so. I believe that many of these stocks will be available at cheaper prices in a month or two. But I'm a long-term bull on chip-equips. Todd