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Politics : Formerly About Applied Materials
AMAT 259.15+1.1%Dec 22 3:59 PM EST
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To: Sam Citron who wrote (59172)1/22/2002 5:09:43 PM
From: advocatedevil  Read Replies (2) of 70976
 
NVLS CC Notes:

4:57PM Novellus (NVLS) 36.23 -1.61: -- Update -- On call, company says EPS break-even is now around $175 mln, which is an increase from the mid-qtr call's estimate of $150-$160 mln....stock at 37.23.

4:55PM Novellus (NVLS) 36.23 -1.61: -- Update -- On call, company says it expects Q1 bookings of $130 mln and shipments of $130 mln for a book-to-bill of one....Company says "expect a substantial reduction in inventory over the next few quarters."...stock at 37.20.

4:52PM Novellus (NVLS) 36.23 -1.61: -- Update -- On conference call, company guides lower on EPS to $(0.10) vs Multex consenus of $(0.03); however, revenue is expected to be $150 mln vs Multex consensus of $144 mln...stock at 37.10.

4:08PM Novellus (NVLS) 36.23 -1.61: -- Update -- Detail: Shipments of $162.4 million in Q4 represent adecline of 15.8% compared to $192.9 million reported in Q3. Deferred revenue at the end of Q4 was $140.0 million, a decrease of 23.4% from $182.7 million at the end of Q3. Backlog at December 31, 2001 was $266.5 million, a decrease of 58.6% from the $643.8 million at December 31, 2000.

4:07PM Novellus (NVLS) 36.23 -1.61: -- Update -- Company reports Q4 earnings of $0.12 per share, $0.01 better than the consensus; reports Q4 revenues of $200 mln versus the consensus estimate of $203 mln.

(from Briefing.com)

AdvocateDevil
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