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Strategies & Market Trends : Effective Trading In Our Markets. Learn, then Earn

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To: Jerry Olson who wrote (1064)	7/22/2002 5:45:14 PM
From: canmar	Read Replies (2) of 1854

Hey Jerry and all, long time no chat. Here's the latest on NVLS: 17:16 ET Novellus guides down for Q3 (NVLS) 29.55 -0.24: -- Update -- On call, company now sees Q3 revenue and EPS of $250 mln and $0.10 (excluding charges) vs Multex consensus of $258.4 mln and $0.14... stock at 27.90. 17:18 ET Novellus (NVLS) 29.55 -0.24: -- Update -- On call, company sees bookings down slightly for Q3 to $250 mln and shipments of $260 mln... ASPs are holding steady... Over the last two weeks, company has seen two push-outs (not in copper though)... stock at 28.05. All the best to all!! Marc

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