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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: Dave Gore who wrote (34977)	2/28/2002 4:47:50 PM
From: Sully-	Read Replies (1) of 99280

16:46 ET Integrated Device (IDTI) 25.57 -1.53: -- Update -- On call, says bookings business continues to run above plan with business conditions in Europe being stronger than expected; notes strength in other geographies is offsetting below plan business in Japan... previously had said it would need turns business of $28 mln in OEM/CEM segment to achieve flat revenue; as of today, says that target has been met and that its best estimate is that its turns business will be $32-34 mln... stands by prior guidance for revenue in distribution channel to be flat on sequential basis... IDTI +0.91 at 26.48 16:44 ET Novellus (NVLS) 42.59 -0.23: -- Update -- On call, company says its bookings are improving in the US and Asia, but not Japan....Q1 bookings should be $130-$150 mln, this compares to the $130 mln estimate mentioned on January 22...Q1 shipments should be $134 mln....stock at 43.10.

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