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Technology Stocks : Novellus
NVLS 2.400+2.1%Jul 24 5:00 PM EST
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To: Cary Salsberg who wrote (3531)12/1/2004 2:39:36 PM
From: Ian@SI  Read Replies (1) of 3813
 
This stability contrasts with analysts' predictions of a worsening market and might not be expected after AMAT forecast a 35% decline in orders.

Splinter came very close to explicitly stating that a $200M order expected this Q was placed last Q. i.e. Orders at $2.6B were $200M over analyst estimates. A 35% decline takes them down to $1.8B. Had the order not been received early, then one would have seen $2.4B last Q and $2B this Q or about a 16% decline which is consistent with other forecasts at that time.

Given NVLS midQ update, one could reasonably expect AMAT to exceed current forecasts/estimates.
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