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TJ Parker

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TJ Parker

Re: podstock post# 112717

Friday, 05/30/2003 5:03:44 AM

Friday, May 30, 2003 5:03:44 AM

Post# of 704019
speaking of nvls, here's a quote that made me laugh out loud. its from thestreet.com coverage of the nvls cc.

"I don't think [SARS] is going to change end demand long term," he explained in response to another question about how SARS affects Novellus. " [But there are] people sitting there saying, should I aggressively ramp my factory or should I hold back and ramp only to the level I have to meet the demand I see."

so perhaps these guys just think "sars" means "cautious investment in the face of slack demand ..."
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