Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: The Ox who wrote (11306)	8/28/2003 4:58:39 PM
From: Return to Sender	Read Replies (2) \| Respond to of 95657

Hey I see a flying V! And incidentally after hours a falling nlVs: NVLS Novellus comments on industry/geographical conditions (40.85 +0.15) -- Update -- On call, NVLS says it is "remains cautious" and not looking for a "hockey-stick shaped" recovery, but rather a "sustained" recovery... Management says Japan is strong, Europe is showing some strength, and the "rest is flat." NVLS Novellus guides in line for Q3 (40.85 +0.15) On its call, NVLS says it sees revenues of $215-220 mln (consensus of $220 mln), bookings of $220 mln, and breakeven in Q3 (consensus of breakeven)... During its Q2 (June) call, management said it saw revs of $220 mln, bookings of $210 mln, and breakeven.