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To: Bill Harmond who wrote (11125)4/15/2002 7:01:17 PM
From: RobertHChaney  Respond to of 57684
 
Novellus followed-up with optimistic comments for Q2:

biz.yahoo.com

Mentor Graphics lowered their Q1 outlook, but then followed with a bullish forecast for Q2:

biz.yahoo.com

Regards,

Robert



To: Bill Harmond who wrote (11125)4/15/2002 8:17:55 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 57684
 
Help me out here... who buys novellus equipment, and for what? It used to be that you could correlate the purchase of AMAT equipment with increases in PC demand, then came the comm chips. Is nvls the same, or what is the end demand driver? Doesn't seem like the telecom industry + pcs are still flat.

nvls predicts 250mm orders next q - thats unbelievable, can it be correct?
L