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What good for Novellus is good for KLAC. Now, I got the impression that Novellus was sending a bullish signal. ".13 micron technology is definitely in a shortage position." With this shortage, NVLS is well positioned to supply the semi-equipment needed to fill this gap.
This should be good for both KLAC and NVLS. The who semi-equip sector seem to be in an up-trend.

Here are my conference call notes on the NVLS board:
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