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Technology Stocks : Novellus
NVLS 2.400+2.1%Jul 24 5:00 PM EST

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To: Ian@SI who wrote (3198)3/1/2001 6:38:47 PM
From: Proud_Infidel  Read Replies (1) of 3813
 
NVLS mid-Q Call:

Forecasting Bookings of 240M for Q1 down 50-55% from Q4....includes 2 cancellations valued at 43M

Shipments expected to be 410M vs 430 forecasted

EPS for Q1= .62

Bookings for the year expected to come in around 1.3Billion, down 19% from 2000

forecast a flat Q2 in bookings trending up after that
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