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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?


To: RMP who wrote (1607)7/18/2002 8:40:31 AM
From: Proud_Infidel  Read Replies (1) | Respond to of 25522
 
8:30AM Novellus estimates cut at Soundview (NVLS) 30.97: Soundview says that although they are comfortable with their Q2 est, NVLS could see orders flatten out in the upcoming quarters; also, firm believes that some share shift to AMAT could be occurring in dielectric CVD; cuts 2002 rev/EPS est to $909.7 mln/$0.43 from $924.7 mln/$0.50 and 2003 to $1.3 bln/$1.24 from $1.3 bln/$1.52 (both below consensus).