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Non-Tech : Auric Goldfinger's Short List -- Ignore unavailable to you. Want to Upgrade?


To: Sir Auric Goldfinger who wrote (6427)10/16/2000 3:25:11 PM
From: Sir Auric Goldfinger  Read Replies (1) | Respond to of 19428
 
This just in from the Pru re NVLS, these guys are always behind!
:Subject: Prudential Mid-Day Notes for 10/16
Date: Mon, 16 Oct 2000 15:15:25 -0400 Attached are a list of topics and ideas we are discussing on the desk
today.

Novellus Systems (SBUY): Pramanick
Reporting tonight. Expect $0.03-$0.05 upside to our $0.61 est. St. at
$0.62.

Sequential order growth 12-15%

Before counting on a relief rally :
Shekhar believes Company could announce plans to move PECVD dielectric tool
(40% revs) manufacturing from San Jose, CA to Portland. This would be
good as it moves closer to the Intel development fab and offers a more
accessible workforce. However, some investors may fret the increased
execution risk associated with the actual move.



To: Sir Auric Goldfinger who wrote (6427)10/16/2000 4:04:13 PM
From: RockyBalboa  Respond to of 19428
 
Thanks.

I have given some ZRAN which I don't own, as announced. price was 44 to 43



To: Sir Auric Goldfinger who wrote (6427)10/16/2000 5:23:11 PM
From: RockyBalboa  Read Replies (1) | Respond to of 19428
 
BVSN shows $30. Nuts.

I shorted some shares BVSN at 29.



To: Sir Auric Goldfinger who wrote (6427)10/18/2000 12:04:53 PM
From: Sir Auric Goldfinger  Read Replies (2) | Respond to of 19428
 
And now we have SUNW website givien up+ earnings early....LOL "Fiscal Year 2001 Q1. Sun Microsystems Reports EPS Up 88% In Record First Quarter. First Quarter Net Income Grew 85% On Revenue Growth Of 60%."

sun.com