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

To: Math Junkie who wrote (1752)	1/6/1999 4:40:00 PM
From: yard_man	Read Replies (2) \| Respond to of 3813

the industry has not turned up yet -- this is simply what analysts are hoping -- everything and I mean everything I have read about cap eq orders has indicated that Companies are only ordering equipment in quantities to test ... we'll know for sure in the summer of course whether there has been a turnaround (larger orders will be coming in or they won't)... don't forget there is the stock price and there is also the business -- they are only loosely coupled and sometimes more loosely than at other times If you are making a few dollars, cool -- but look beneath the upgrades and think about the value of the future business prospects -- if there has been a true bottom in the biz, then NVLS has priced those great prospects in and then some perhaps -- if not, well ... no one ever went broke from taking a profit