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Technology Stocks : Novellus -- Ignore unavailable to you. Want to Upgrade?

To: TCTexas who wrote (2407)	10/8/1999 12:19:00 PM
From: Steve Fancy	Read Replies (1) \| Respond to of 3813

Yup, shore looks like it. Wish my order had filled ahead of FOMC. Oh well. OTOH, 5-6 point days are not an uncommon reaction to news for this stock...let's just hope it's up. sf

To: TCTexas who wrote (2407)	10/10/1999 6:13:00 PM
From: jd	Read Replies (2) \| Respond to of 3813

Say Cornell, How much of a surprise are to talking about?. If I recall 3rd Qtr '98 the revenue was something like $106 while last Qtr June '99 was$130. I have a good feeling that NVLS can beat these periods. I think this 3rd Qtr '99 revenues could be around $148 - $155. Also per Street est of $0.46 can be obtain. The only drawback I think might happen is NVLS may jump in the bandwagon concerning Taiwan which happens to be 2-6% of its companies contracts & state a lower 4th Qtr earning which might present a buying opportunity for the long haul.