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Technology Stocks : Novellus
NVLS 2.400+2.1%Jul 24 5:00 PM EST

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To: G. H. who wrote (2218)4/29/1999 3:16:00 AM
From: jd  Read Replies (1) of 3813
 
Hi G.H.,
I almost agree with you, however I do think that most companies for this industry eventually will show outstanding results by end of this 3rd Qtr 1999 report. This will happen during the week of the 18th in October 1999.
Expectation should be high with respect to out performing October 1998 3rd Qtr (est. $106) to 3rd Qtr of Oct. 1999 (est. $118 - $122), on top of which the results of 3rd Qtr 1999 should be above 2nd Qtr 1999 (est. $115).
The Street estimate should most like be beaten by as low as $0.05 to high of $0.15. (Street est. of $0.30) (est. $0.35 - $0.45).

These stocks are long term, I est. by early Dec. '99 - early Jan. '00
this stock should be trading around the mid $70 - $90 a share.

That's my $0.02

jd
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