Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

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To: Proud_Infidel who wrote (15141)	5/31/2005 8:53:56 AM
From: matt dillabough	Read Replies (2) of 25522

NVLS Novellus on Mid-Quarter Update Guidance Expects bookings of $302-310 mln, represents a slight upside in booking... shippings will move to $335-355 mln,representing a slight upside... revs $325-330 mln, Reuters consensus is $327 mln... EPS forecasted at being between $0.20-0.0.22 up from $0.17-0.20, Reuters consensus is $0.19; due to improved control of operating costs as well as an improvement to gross margins 08:50 NVLS Novellus on Mid-Quarter Update II -Update- "see no change in the overall dynamics of the semiconductor market or the semiconductor capital equipment market"... state it is a consumer centric driven demand... demand is particularly strong in flash, 12-inch... expecting strong Japanese performance from an order standpoint.

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