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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
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3463Novellus Expects 3Q Orders to Climb 14% Monday July 21, 8:06 pm ET By Mark BoslProud_Infidel-7/21/2003
3462Brian, NVLS up 0.96% ah www2.marketwatch.comGottfried-7/21/2003
34614:59PM Novellus explains lower than expected Q3 revenues forecast (NVLS) 34.55 -Proud_Infidel-7/21/2003
3460If NVLS hits 22, that probably means AMAT hits 10 or below, as these are highly Proud_Infidel-7/18/2003
3459Brian, what a target - $22.Gottfried-7/18/2003
3458FWIW....not much IMO: 9:38AM Fahnestock reits Sell on Novellus; target $22 (NVLProud_Infidel-7/18/2003
3457Novellus claims breakthrough in low-k dielectrics By Mark LaPedus , SemiconductSemiBull-6/29/2003
3456I agree with you on the mega-trend issue. Low rates have been a god-send for lewillcousa-6/2/2003
3455HI Kirk, These low rate have been a long term godsend. As payments are made derobert b furman-6/1/2003
3454Thanks. I wonder what is meant by "voting capability"? Involvement oLemurHouse-5/30/2003
3453Re synthetic lease. There was a follow up question toward the end of the call. Cary Salsberg-5/30/2003
3452OT *** SemiBull, earlier data MAY be available for subscribers. GottfriedGottfried-5/30/2003
3451I think its easy for us here in the states to underestimate the psychological imLemurHouse-5/30/2003
3450Re synthetic lease. I was not paying close attention at that point, but as I reLemurHouse-5/30/2003
3449I think there is more variation at the high end of the housing market which probwillcousa-5/30/2003
3448OT <i>http://www.economagic.com/em-cgi/charter.exe/cenc25/c25m01+1... doSemiBull-5/30/2003
3447I listened to the update. I like listening to NVLS. They spelled out the SARS Cary Salsberg-5/30/2003
3446RE: "...if you carry out deflation to its logical extension..." FirstCary Salsberg-5/30/2003
3445To quote my favorite Homebuilder: "You aren't buying a house, you'rBWAC-5/29/2003
3444OT *** housing - median historic prices economagic.com doesn't look like aGottfried-5/29/2003
3443<i>I bet some are still waiting for CA real estate prices to drop once theSemiBull-5/29/2003
3442<I> How can property values to even hold firm when the white collar job flKirk ©-5/29/2003
3441<i>The common thing between a $120K a year designer at Maxim and 6 $20K a SemiBull-5/29/2003
3440<i>The economy is a world economy and the lowest cost factors of productioSemiBull-5/29/2003
3439Another analyst asked about reports that customers are pointing to a glut of avazwolff-5/29/2003
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