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Technology Stocks
Novellus
An SI Board Since May 1996
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3813 100 0 NVLS
Emcee:  Leonard Nitowski Type:  Unmoderated
Introduction Market Data Compact
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3438Under FASB 13 they can take the lease expense as an operating expense against reBerk-5/29/2003
3437Very interesting mid-quarter update today from NVLS. 2Q guidance essentially flLemurHouse-5/29/2003
34364:45PM Novellus comments on 2H03 prospects (NVLS) 32.17 +1.10: -- Update -- On cProud_Infidel-5/29/2003
3435RE: ""Funny" how it left off PLDs..." I believe the inclusiCary Salsberg-5/29/2003
3434I agree with your premise. I also agree that Bio is too hard to figure out... eKirk ©-5/29/2003
3433RE: "Have you been nibbling or outright buying any/all of your great eight Cary Salsberg-5/29/2003
3432<i>AMAT, ASML, KLAC, NVLS, ALTR, XLNX, LLTC, MXIM 4 semi equips, 2 prograSemiBull-5/28/2003
3431RE: "my 8" AMAT, ASML, KLAC, NVLS, ALTR, XLNX, LLTC, MXIM 4 semi equCary Salsberg-5/28/2003
3430<i>I fully expect, at least, a 3 bagger for each of my 8.</i> MightSemiBull-5/28/2003
3429I said 3, 5, 10 baggers. That is a big range. I fully expect, at least, a 3 baCary Salsberg-5/27/2003
3428Cary, I was referring to the market thumbing its nose at the analyst call on NVProud_Infidel-5/27/2003
3427<i>8% ??? Can't you remember 3, 5, 10 baggers? I remember and expect tSemiBull-5/27/2003
3426RE: "There aren't many things more satisfying than watching NVLS go up Cary Salsberg-5/27/2003
3425There aren't many things more satisfying than watching NVLS go up 8% on a SeProud_Infidel-5/27/2003
3424Perhaps NVLS has been kicking butt better than given credit.Sun Tzu-4/30/2003
3423Intel's splinter to run AMAT. Comments?TI2, TechInvestorToo-4/30/2003
3422RE: "cutting-edge 300 mm wafers" at 65 nanometer line widths!Cary Salsberg-4/21/2003
3421Sony to Invest Y200 Bln in Chips in 3 Yrs Monday April 21, 4:24 am ET TOKYO zwolff-4/21/2003
3420I agree wtih your thesis assuming one condition - namely, that the semi-equip coSemiBull-4/18/2003
3419HI Semi, There is a real horse race going on here. Last week there was an artirobert b furman-4/18/2003
3418Here's an interesting piece that I think is wrongly titled.... Applied poliSemiBull-4/17/2003
3417HI Semi, Fairly good asset management in a tough time - if not lucky!huh? Bob robert b furman-4/14/2003
3416Novellus Systems Reports Results for the First Quarter 2003 - Part II<pre>SemiBull-4/14/2003
3415Novellus Systems Reports Results for the First Quarter 2003 Monday April 14, 4:SemiBull-4/14/2003
3414Applied extended CVD lead in 2002 By Semiconductor Business News Apr 11, 2003 (SemiBull-4/12/2003
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