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Technology Stocks
Novellus
An SI Board Since May 1996
Posts SubjectMarks Bans Symbol
3813 100 0 NVLS
Emcee:  Leonard Nitowski Type:  Unmoderated
Introduction Market Data Compact
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3313LOL. If you say so.LemurHouse-3/3/2002
3312An excellent example of the "Greater Fool Theory"HoodBuilder-3/3/2002
3311<I> I think your analysis should consider a higher PE than 15. I have beenKirk ©-3/3/2002
3310I understand what you're saying about the metrics showing that NVLS is overpLemurHouse-3/3/2002
3309<<<....you have to believe the PE should be higher and/or the max earniLemurHouse-3/3/2002
3308I use cycle peak earnings to value semi-equips, so I agree with your methodologyCary Salsberg-3/3/2002
3307Brian, I know you are very well versed in the semi sector as I recall from my daHoodBuilder-3/3/2002
3306Admittedly, using current earnings may be shortsighted. However, I have trouble Andy H-3/3/2002
3305<<<...that's the kind of noise that passes for information...>&gLemurHouse-3/3/2002
3304By all means, please short it and make a killing. Anyone looking at EPS at thisProud_Infidel-3/3/2002
3303I've never visited this board but after reading the following comment from BHoodBuilder-3/2/2002
3302I think the order of recovery will be cyclicals (already in progress and should Sun Tzu-3/1/2002
3301<B>Got into JDSU way too soon last year.</b> Market is going for vaKirk ©-3/1/2002
3300HI Brian, Yup me to. I averaged down below 5 on JDSU. Contrary to the threadsrobert b furman-3/1/2002
3299Hi Bob, <i>Think we can breath easier.I'm thinking the feared retest Proud_Infidel-3/1/2002
3298Hi Brian, That's a really nice trend change.These guys have been ultraconserobert b furman-3/1/2002
32977:20AM Novellus upped at Robbie (NVLS) 42.59: Robertson Stephens upgrades to BUYProud_Infidel-3/1/2002
3296Mid-quarter update-slightly better outlook than in Jan Novellus boosts Q1 finanAlan Gallaspy-3/1/2002
3295Novellus Sees 1st Quarter 9 Cents/Share Loss By: Pat Maio, Of DOW JONES NEWSWIREProud_Infidel-2/28/2002
3294"Novellus Fires Workers as Chip-Equipment Sales Plunge" (Update3) By TI2, TechInvestorToo-1/11/2002
3293Brief.com had this firings rumor (see yahoo news, messages also have comments): TI2, TechInvestorToo-1/10/2002
3292Hi TI2, No , I was aware of the earnings release,but didn't know about firirobert b furman-1/10/2002
3291Any info on the firings to be discussed on Jan 22 cc? TIA TI2TI2, TechInvestorToo-1/10/2002
3290Hi Rich, For all their effort - then get almost a half million dollar judgementrobert b furman-12/17/2001
3289Wow! 14,000 messages. Some people really know how to hold a grudge.Math Junkie-12/17/2001
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