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: Donald Wennerstrom who wrote (15436)	5/27/2004 12:26:26 PM
From: Donald Wennerstrom	Respond to of 95617

<<Why Novellus May Have An Upbeat 2nd Half View 05.27.04, 11:16 AM ET forbes.com Credit Suisse First Boston expects Novellus Systems (nasdaq: NVLS - news - people ) to "at least reiterate guidance" in a mid-quarter update conference call after the market close Thursday. "We believe that many of our [semiconductor equipment] companies have become incrementally more positive on the second-half outlook than during the April earnings season," CSFB said, noting that it expects Novellus' tone to be inline with that sentiment. The research firm said its bottom-up order model indicates that semiconductor capital equipment (SCE) orders declining in the third quarter but recovering in the fourth quarter. CSFB said it expects Novellus to continue its upbeat tone on physical vapor deposition (PVD) technology and that decisions by Intel (nasdaq: INTC - news - people ), IBM (nyse: IBM - news - people ) and Chartered Semiconductor Manufacturing (nasdaq: CHRT - news - people ) in the second and third quarter could help Novellus increase share in the PVD market. Slimcell by Applied Materials (nasdaq: AMAT - news - people ) "is a credible alternative," CSFB said, "but has yet to make inroads in the market.">>