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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: zsteve who wrote (46153)	5/3/2001 12:52:53 PM
From: Tony Viola	Read Replies (3) \| Respond to of 70976

sure, but that could be the reporter's fault.(end) I don't understand what you mean. Unless he is being misquoted, the Novellus guy goes ahead and gives all kinds of predictions about CHIP sales: Semiconductor equipment maker Novellus Systems Inc. (NasdaqNM:NVLS - news) does not expect a recovery in orders for semiconductors until the fourth quarter of this year at best, Chief Executive Richard Hill said on Thursday. He added that his own checks have found semiconductor plants working at between 30 percent and 80 percent capacity -- around the world and across product lines. ``I don't expect to see any uptick in bookings until the fourth quarter,'' he told Reuters at the Merrill Lynch Hardware Technology conference here Last I heard, Novellus sells chip fab equipment, not chips. Intel, AMD and others have spoken and think they're "bumping along the bottom, but things are looking better", to quote Bryant of Intel. This Novellus guy is speaking out of turn.