Auric Goldfinger's Short List Message Board

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Non-Tech : Auric Goldfinger's Short List

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To: Sir Auric Goldfinger who wrote (6427)	10/16/2000 3:25:11 PM
From: Sir Auric Goldfinger	Read Replies (1) of 19428

This just in from the Pru re NVLS, these guys are always behind! :Subject: Prudential Mid-Day Notes for 10/16 Date: Mon, 16 Oct 2000 15:15:25 -0400 Attached are a list of topics and ideas we are discussing on the desk today. Novellus Systems (SBUY): Pramanick Reporting tonight. Expect $0.03-$0.05 upside to our $0.61 est. St. at $0.62. Sequential order growth 12-15% Before counting on a relief rally : Shekhar believes Company could announce plans to move PECVD dielectric tool (40% revs) manufacturing from San Jose, CA to Portland. This would be good as it moves closer to the Intel development fab and offers a more accessible workforce. However, some investors may fret the increased execution risk associated with the actual move.

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