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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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3588oh well couple months ago NVLS <b>flat</b> guidance and Hill <b&etchmeister-5/31/2005
3587Brian, NVLS was up over a dollar intraday. Now it's up only 74 cents.Gottfried-5/31/2005
3586It certainly impresses someone.....NVLS is currently up 4.17%. Novellus' RaProud_Infidel-5/31/2005
3585Novellus, ADE, ATMI See Notable Short Position Changes 05.25.05, 4:27 PM ET AProud_Infidel-5/25/2005
3584They didn't pretend to have a successful product in PVD for 7 years. Actualetchmeister-5/10/2005
3583RE: "Our checks suggest that Novellus is getting much more serious about maCary Salsberg-5/9/2005
3582Novellus' Q2 Order Upside 'Appears More Limited' 05.09.05, 11:47 AMProud_Infidel-5/9/2005
3581RE: "NVLS has relied more heavily than AMAT on non-organic growth..." Cary Salsberg-5/6/2005
3580Is it not true that to accomplish this growth, NVLS has relied more heavily thanSam Citron-5/6/2005
3579RE: "An even bigger concern to me is whether AMAT's vast scale and scopCary Salsberg-5/6/2005
3578An even bigger concern to me is whether AMAT's vast scale and scope give it Sam Citron-5/6/2005
3577RE: "Why the dissonance?" Some hear dissonance, others music. Check Cary Salsberg-5/6/2005
3576<i>NVLS's gross margins are about the same as LRCX and AMAT, but R &amSam Citron-5/6/2005
3575LRCX has a perfect 100% failure rate in attempts to diversify from etch. I alwaCary Salsberg-5/6/2005
3574RE: "From our standpoint, this is not something new as the company has struCary Salsberg-5/6/2005
3573Thanks for your comments, Cary.Sam Citron-5/6/2005
3572Re: <i> As is pointed out in the article, NVLS believes it has a superior Proud_Infidel-5/6/2005
3571Hi Sam, Please reread my last post. I did read the NVLS report and you did notCary Salsberg-5/6/2005
3570Sorry to waste your time on the MTSN report. I meant pp. 24-25 of Legg Mason'Sam Citron-5/6/2005
3569RE: "Would you be kind enough to read leggmason.com pp. 24-25 and comment pCary Salsberg-5/6/2005
3568Cary, Would you be kind enough to read leggmason.com pp. 24-25 and comment pleaSam Citron-5/5/2005
3567Novellus' Fundamentals Likely To Deteriorate Further 04.19.05, 3:25 PM ET Proud_Infidel-4/19/2005
3566He is working the system, no more no less. And that should not be tolerated.Proud_Infidel-4/9/2005
3565"The Securities and Exchange Commission (SEC) has posted on its website an Kirk ©-4/9/2005
3564No, it is owned by a guy who works in Toronto....there was an article on SI abouProud_Infidel-4/7/2005
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