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Technology Stocks : Novellus
NVLS 2.400+2.1%Jul 24 5:00 PM EST
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To: David Lawrence who wrote (1309)1/19/1998 11:22:00 AM
From: Dave Chanoux  Read Replies (2) of 3813
 
Regarding statement of delays from Korean customers:

I agree with your concern. Bob Smith had made a statement several months ago which lead one to believe that Asian problems were a non issue.

This may be a flash point - investors may not see these pretty good financial results because of focus on Asian delays.

If I were asking at the conference call, I would try to find out how much of a delay, days or forever.

Regards,

Dave Chanoux
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