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Technology Stocks : Semi Equipment Analysis
SOXX 314.52-0.6%Dec 11 4:00 PM EST
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To: Kirk © who wrote (9467)4/16/2003 8:56:58 PM
From: Cary Salsberg  Read Replies (1) of 95572
 
RE: "Those folks can EXECUTE."

With $187M in sales and $0.8M in earnings, one might think that the appropriate quote is "can those folks EXECUTE?"

RE: "SARs excuse was just that, an excuse."

With all due respect, I tend to believe NVLS's Hill more than AMAT's Morgan or LRCX's Bagley. NVLS also beat expectations handily in the March quarter. In an environment of generally poor visibility, I don't understand why NVLS is being criticized for lowering next quarter's order expectations when a new uncertainty, SARS, has arisen.
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