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Technology Stocks : Semi Equipment Analysis

SOXX 301.15

-1.2%

Dec 31 4:00 PM EST

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To: The Ox who wrote (11306)	8/28/2003 4:58:39 PM
From: Return to Sender	Read Replies (2) of 95659

Hey I see a flying V! And incidentally after hours a falling nlVs: NVLS Novellus comments on industry/geographical conditions (40.85 +0.15) -- Update -- On call, NVLS says it is "remains cautious" and not looking for a "hockey-stick shaped" recovery, but rather a "sustained" recovery... Management says Japan is strong, Europe is showing some strength, and the "rest is flat." NVLS Novellus guides in line for Q3 (40.85 +0.15) On its call, NVLS says it sees revenues of $215-220 mln (consensus of $220 mln), bookings of $220 mln, and breakeven in Q3 (consensus of breakeven)... During its Q2 (June) call, management said it saw revs of $220 mln, bookings of $210 mln, and breakeven.

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