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Technology Stocks : Novellus
NVLS 2.400+2.1%Jul 24 5:00 PM EST
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To: 16yearcycle who wrote (1336)1/19/1998 9:20:00 PM
From: Justa Werkenstiff  Read Replies (1) of 3813
 
Gene: You are right IMO although it was ceratinly confusing. The 15% figure was cited as a goal of the business model to grow the top line year over year. He said with the "product portfolio coming out this year NVLS should be able to achieve that" (period). No time frame was set -- they were talking in terms of generalities. Otherwise, how could they project 15% growth on the one hand and no visibility on the other hand into 2Q? (He said they were not going to predict a downfall in Q2 either but given the Asian uncertainty, they would not forecast out that far because they "do not have the visibility.") That 15% does not sound like a conservative cautiously optimistic forecast in that light and that was what they were selling in the cc. Moreover, they said the "Asian sitiation puts a question mark on how the year will turn out." He said:" How that would work out, when it will work out and the extent to which it will work out is unknown to us at this time." The 15% projection for 98 over 97 does not make a whole lot of sense in this context. They did say they were planning for a flat 1Q with sequential growth year over year afterwards but gave no guidance with respect to percentages. But then again, I see Smart Money listened to a different conference call than me <g>. But maybe they interviewed Hill separately??
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