Novellus Systems Inc. (NVLS)

All Comments on NVLS

  • commenter
    ksmithdc
    Aug 29 03:07 PM
    My Website
    Last Blast of Summer: The Pre-Holidays Earnings Rush [view article]
    interesting read...thanks! Reply
  • commenter
    Ames
    Tiedeman
    Aug 02 03:18 PM
    My Website
    Semiconductor Returns a Function of Financials [view article]
    I fully expect the SOXX to recover over the next 36 months. The opportunity found in SNDK and NVDA are once decade opportunities. The opportunity in AMD if it can make itself right is one in an investors lifetime. Reply
  • commenter
    KaptKos
    Jul 16 08:37 AM
    My Website
    Options Trader: Tuesday Outlook [view article]
    Who the Fvck wrote this piece of sh1t? What a waste of cyberspace. What the fvck does it have to do with anything about options? Phil; U R A MORON

    KaptKos

    P.S. Love the bow tie you homo     Reply
  • commenter
    Dan Walker
    Jul 16 07:23 AM
    Options Trader: Tuesday Outlook [view article]
    Phil, lay a chart of 29-43 across today's and see what is going on. We are overdue for a retrace rally and it is not happening. I decided not to take you to the woodshed today since you are about as frustrated by this crap as I am. No 'burning Pelosi at the stake' rant or anything else. This is your 'get out of jail free' card. Reply
  • commenter
    secmaven
    Jul 15 10:25 AM
    Options Trader: Tuesday Outlook [view article]
    Why is the market dropping like a stone? Simple. The trailing price earnings ratios are being adjusted dowward. Why? The 100M households in the US that have had no increase in income for some time but face higher energy and food prices will not provide aggregate demand sufficient for the corporate base in this country to continue to prosper. Reply
  • commenter
    Al Rob
    Jul 15 10:16 AM
    Options Trader: Tuesday Outlook [view article]
    Phil - I sure hope you didn't capitulate at the bottom this morning.

    Have a nice life.     Reply
  • commenter
    ronjsq
    Jul 12 05:42 AM
    Novellus Systems, Inc. Q2 2008 Mid-Quarter Earnings Update Transcript [view article]
    I m Financial Analyst at Major Wall St Firm. My recommendations have been very helpful to my clients and also lot have became extremely rich out of it
    Usually i dont provide free services, but due to current sentiment of the market, i think it as a moral responsibility to help you all out.
    I dont want All Rich becoming richer and rest keep watching.
    So here I will give you great tips to start seeing green and make huge profits.
    Are you ready for it. Than here you go, lets go for it..


    For all those people who want to buy stocks, invest in VISA(V) or MASTERCARD(MA).
    These 2 stocks will be like your extremely high yield savings account right now. almost guaranteed.
    Especially Visa is much cheaper than its worth. This stock is going to cross $100 soon no matter what market conditions are,because they
    make money on transactions and have nothing to do with subprime and/or housing crisis. Buying Visa will make your net worth rise soon.

    Also Buy Energy Stocks like Chesapeake Energy(CHK). This will be a good hedge.

    Buy Natural Gas stocks like SouthWestern Energy(SWN). This stock will soar soon as well.

    A great stock to make good huge profit is Sirius Satellite Radio(SIRI). Fcc is soon likely to approve its merger with XM.
    Sirius is extremely undervalued stock right now. As soon as the merger is approved, it will skyrocket to $10 a stock
    Now these are the types of chances you take to go green in this type of market conditions.
    Invest 1000$ in sirius today and you will profit 8000$ and that too in next coming days. You cant find a better deal than that.

    Healthcare is doing great and will soar,so buy Merck(MRK), Pfizer(PFE) etc.

    Microsoft(MSFT) is a great buy at this price as well.I dont trust Yahoo(YHOO), so stay away from yahoo. I think the deal will again collapse
    due to greedy board of directors at yahoo and MSFT will trade around $30 very soon.


    Buy these stocks on Monday or Tuesday - VISA(V), Sirius(SIRI), Chesapeake Energy(CHK), Southwestern Energy(SWN), Merck(MRK), Pfizer(PFE), Microsoft(MSFT).

    This week market will do better, because there will be good earnings and outlook reported so hopefully all the fear will be over

    Its more speculation, rumors and fear right now on wall street. Yes also at the same time its time to stay away from Financial Stocks like Wachovia, Bank of America etc.


    But this week will be better
    And if Citigroup reports better outlook on friday,than this mess should be almost over... and market will skyrocket...

    Lots of good stocks are oversold so they will be going up soon.


    In the meantime buy some VISA(V) and Sirius(SIRI) it will provide you healthy meals and lots of free lunches     Reply
  • commenter
    Cheryl
    cotterill
    Jul 11 11:57 PM
    Samsung Cutbacks Raise Chip Concerns - Citi [view article]
    Citgroup? I'm quite concerned for their investors--Citigroup is simply not being straight with them.

    The worst is still to come for Citigroup.     Reply
  • commenter
    Chipstocktra
    der
    Jun 13 02:19 AM
    My Website
    Semiconductors: Is the Glass Half-Empty or Half-Full? [view article]
    Ahh...the words of a true LDKer...so unmistakable. Reply
  • commenter
    ytterbius
    Jun 11 10:00 PM
    My Website
    Semiconductors: Is the Glass Half-Empty or Half-Full? [view article]
    "pretty much the same business model as LDK - except with great analyst support"

    LOL! It may be a similar business model, but it's not half the business, and it costs just as much. Their margins are much worse, and their future vision and potential doesn't touch that of Light Peng and LDK.

    As for analyst support for LDK, it really depends on which analyst you're following. Needham and UBS have targets will above the current price. Are they fools? Who are you following, and what rationale are they using that suggests to you that they are right about this company?     Reply
  • commenter
    Chipstocktra
    der
    Jun 10 02:22 PM
    My Website
    Semiconductors: Is the Glass Half-Empty or Half-Full? [view article]
    You mentioned LDK. In all my years of stock trading I have never found a group of stock devotees for a stock like this one - a following akin to early Scientologists, or maybe a quasi-religious Islamic cult threatening non-believers who lampoon their devotion. I don't know anyone who hasn't lost thousands of dollars (on balance) in the stock, or who wishes they hadn't gotten involved in the circus constantly surrounding it. With all the other great names happening in solar - and the fact that the sector seems to travel as a group anyway - I haven't felt the need for further involvement in LDK. I put whatever remaining LDK money I had in Rene Solar (SOL) at $8/share (pretty much the same business model as LDK - except with great analyst support), and in YGE, AKNS, TSL, ESLR, and STP, and have never looked back. Reply
  • commenter
    canb888
    Jun 10 11:11 AM
    Semiconductors: Is the Glass Half-Empty or Half-Full? [view article]
    Did not realize you sold out on LDK which you had written some very good articles before. Also noted you wrote about talking to Jesse who was shorting LDK at the time you were promoting it. Did Jesse convince you that LDK is no longer what you said it was? Reply
  • commenter
    Chipstocktra
    der
    Jun 09 09:37 PM
    My Website
    Semiconductors: Is the Glass Half-Empty or Half-Full? [view article]
    What signs do you look for when its time to bail?

    Small caps - 100-200% up from the lows of the cycle. Large caps - 75-100%. Major tops in Semiconductor seem to run in Februaries and sometimes Julys. Bottoms in August, October, and April. When to sell? Always the hardest to pick.     Reply
  • commenter
    tomyris
    Jun 09 06:44 PM
    My Website
    Semiconductors: Is the Glass Half-Empty or Half-Full? [view article]
    I am with you on the semiconductor cycle and am long klic, nvls , ter and mksi to mention but a few. Maybe I am over optimistic but with the SOX index trading around 400 , I expect it to hit 535 sometime next year which means we are not yet 50 % of the way through this cycle .I accept that will the price of oil exploding it is hard to predict any thing with any confidence , however I expect a mini tech revival going into the end of decade as that phenomenon usually makes people feel optimistic about the future and usually electronic manufacturers will have the products ready to catch that wave . Therfore unless I see a clear top ( like a 25 % drop in Klic ) I am not planning to leave the party until october 2009.

    BTW I appreciate your posts and wish you well.

    What signs to you look for when its time to bail??     Reply
  • commenter
    vitamin_j
    Jun 09 04:03 PM
    Semiconductors: Is the Glass Half-Empty or Half-Full? [view article]
    I'm bullish on solar but don't know where you get the idea that solar subsidies are likely to pass this year. Bush has indicated that he will veto the bill currently under consideration (it raises taxes on hard working money managers' offshore income streams), and I really doubt that the Senate will have the override votes needed.

    I think we in the US market (especially those of us who hold Akeena) are in for a tough rest of the year, with prospects improving in '09.

    If you know something I don't about the legislation, do share.     Reply
Loading...
Symbols:
Authors:
Quick Links: