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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
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3688It's real - less layers but high volume - not one word on the street: Rudolpetchmeister-3/7/2008
3687February 26, 2008— Goldman Sachs Technology Investment Symposium, 9:00 a.m. Pacietchmeister-2/29/2008
3686Not much change or better no change during mid quarter update. The big guys likeetchmeister-2/28/2008
3685PSC to adopt 60nm process in second half of 2008 (looks like copper is coming; etchmeister-2/28/2008
3684Jay Deahna – J.P. Morgan At every level or just the top one for memory? Rick Hetchmeister-2/27/2008
3683just to give those overpaid, useless analysts a run for the money - you stupid metchmeister-2/27/2008
3682it sure looks like Nanya is moving to copper - more egg into the face of Goldmanetchmeister-2/21/2008
3681<i>if industry cycles are very muted, companies are cash flow positive thrbrushwud-2/15/2008
3680RE: "Share buybacks are the worst thing in the world." Certainly, theCary Salsberg-2/15/2008
3679<i>Blanket statement. But what if, as in the case of NVLS, outstanding shabrushwud-2/15/2008
3678<Share buybacks are the worst thing in the world. If they have excess cash, tBWAC-2/15/2008
3677<i>A real story for NVLS, which seems to be overlooked, is their share buybrushwud-2/15/2008
3676Hi Etch, I listened to the AMAT earnings conference, but not the analyst day prCary Salsberg-2/15/2008
3675Hi Cary this comes from LaPedus; did you hear/read similar? TIA <i>The cometchmeister-2/14/2008
3674I wonder how copper slurry is doing? finance.yahoo.cometchmeister-1/24/2008
3673Copper Wiring (NVLS needs to do some PR - the financial community is either braietchmeister-12/12/2007
3672In case anybody is left on this board - the push to copper among memory (DRAM aetchmeister-11/23/2007
3671Samsung introduces 60nm-class processing for 2Gb DDR2 (at one point something haetchmeister-9/12/2007
3670Micron DDR3 The Micron 1-Gbit DDR3 sample's die size is 102 mm2, and it has etchmeister-9/11/2007
3669“Computing will grow at an astounding 55.7 percent CAGR from 2006 to 2011 and wietchmeister-8/30/2007
3668I always thought the financial community is so eager to anticipate - they seem tetchmeister-8/30/2007
3667Report: NAND unit shipments to skyrocket 86% this year By Ann Steffora Mutschleretchmeister-8/30/2007
3666Order book focus of Novellus Systems update (there is a mis quote - Hill said Fetchmeister-8/30/2007
366509:37 am Novellus: Am Tech/JSA Research reiterates Buy. Target $36.75 to $34. Amheavenly-8/29/2007
3664Tougher choices in capital equipment By Ed Sperling, Editor in Chief -- ElectronFJB-8/17/2007
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