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Technology Stocks : Novellus
NVLS 2.400+2.1%Jul 24 5:00 PM EST
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To: TCTexas who wrote (2407)10/10/1999 6:13:00 PM
From: jd  Read Replies (2) of 3813
 
Say Cornell,
How much of a surprise are to talking about?. If I recall 3rd Qtr '98 the revenue was something like $106 while last Qtr June '99 was$130.
I have a good feeling that NVLS can beat these periods. I think this 3rd Qtr '99 revenues could be around $148 - $155. Also per Street est of $0.46 can be obtain.
The only drawback I think might happen is NVLS may jump in the bandwagon concerning Taiwan which happens to be 2-6% of its companies contracts & state a lower 4th Qtr earning which might present a buying opportunity for the long haul.
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