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

To: Duker who wrote (2106)	4/3/1999 6:15:00 PM
From: brushwud	Read Replies (1) \| Respond to of 3813

> I assume NVLS has a policy of not commenting on rumors; LRCX does. According to Friday's WSJ: Tom Foy, Novellus's treasurer, said that "there's nothing to disclose or comment on" and that he has heard talk of a Novellus-Lam merger hundreds of times in his six years with the company. (They used to be called "Lam-Novellus" merger rumors:) That sounds slightly more emphatic than "no comment".

To: Duker who wrote (2106)	4/3/1999 11:41:00 PM
From: Mike Gordon	Read Replies (1) \| Respond to of 3813

Thanks for your informative response. I currently hold a position and have protected myself with April 55 CCs. Due to the continued rich premium for April 99 60's @2 7/8, I'm tempted to add to my position. I'll probably wait until I can make a purchase under 55. I suspect that an announcement of merger will depress this issue to 48-50. Without having access to the financials in the event of a merger, I still consider this issue an excellent short or long-term investment. JMHO