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

To: FJB who wrote (1877)2/12/1999 2:13:00 PM
From: David Lawrence  Read Replies (1) | Respond to of 3813
 
What surprised me was the delayed reaction. Check out the times.

DB 08:58 [NVLS] NOVELLUS CEO BEGINNING TO SEE UPTURN IN SEMICONDUCTOR INDUSTRY.
DB 08:58 [NVLS] NOVELLUS CEO SEES MARCH QTR REV OF $110 MLN, WITH EPS 24 CENTS.



To: FJB who wrote (1877)2/12/1999 4:51:00 PM
From: Steve Fancy  Read Replies (1) | Respond to of 3813
 
Thanks for the response Robert...wild day for NVLS. You look like a semi-conductor expert. Do you have any opinions you are willing to share on NVLS, AMAT, or any of the semi's or semi-equipment suppliers? Think there's any chance NVLS could be bought my say an IBM type? I find it hard to believe that IBM is basing continued growth generally on services.

Thanks,

sf


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