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Technology Stocks : Novellus

NVLS 2.400

+2.1%

Jul 24 5:00 PM EST

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To: SemiBull who wrote (3473)	10/14/2003 7:56:12 PM
From: SemiBull	Read Replies (1) of 3813

4:55PM Novellus guides for Q4 (NVLS) 37.42 +0.47: -- Update -- On call, says it expects bookings of $230-245 mln in Q4 with best estimate at $235 mln; shipments between $210-225 mln with best estimate at $218 mln; SAB 101 revenues between $210-220 mln with best estimate at $214 mln; and EPS between $0.02-0.07 with best estimate at $0.05... Reuters Research consensus estimates are for EPS of $0.05 and revenue of $242.8 mln 4:48PM Novellus expects 5-10% bookings growth in Q4 (NVLS) 37.42 +0.47: -- Update -- 4:47PM Novellus notes better conditions in Asia (NVLS) 37.42 +0.47: -- Update -- On call, says Japan and Korea are showing increasing capital expenditures with a bias "to pulling in versus pushing out"... notes Greater China near full capacity, and that if demand continues to increase, anticipates capacity expansion there beginning in 2Q04.... says customers in Europe and U.S. still cautious as a whole. finance.yahoo.com

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