Novellus Message Board - Msg: 25393382

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Technology Stocks : Novellus

NVLS 2.400

+2.1%

Jul 24 5:00 PM EST

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From: etchmeister	2/7/2009 1:15:22 AM
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One of the highly compensated top idiots out there ... well NVLS and LRCX will gladly take over MTSN and ACLS strip business - Timothy Arcuri – Citigroup Rick, I'm not even talking about CMP, I am talking about other bigger product lines such as strip, things like that. I guess the next question would be that if I look at back at when you were doing kind of $250 million to $300 million in quarterly revenue, which would be an implied normalized level, you were spending OpEx in the 90 to kind of a 100 range and you are not going to make very much money when you are spending that much OpEx at that revenue level. So I'm wondering what would be – in kind of your new world – what would be the normalized OpEx run rate at kind of a similar normalized $250 million to $300 million revenue run rate?

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