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Technology Stocks : Novellus -- Ignore unavailable to you. Want to Upgrade?


To: james bravick who wrote (1303)1/18/1998 12:46:00 PM
From: H James Morris  Respond to of 3813
 
Next week should be interesting, with Nvls (mon) and Klac (tues) announcing earnings. Their going forward statements will be more scrutinized than the actual #'s. I see Brooks Automation (Brks) preannounced a revenue shortfall last fri and they halted trading in its stock near the close. They are a major supplier to nvls, so Nvls longs should not take this to lightly.



To: james bravick who wrote (1303)1/19/1998 11:31:00 AM
From: Chris Anderson  Read Replies (1) | Respond to of 3813
 
David/Jim: The special year end issue of Fortune also has an article
that is positive towards the semi capital equip cos. Starts on page 107. What did you guys think of the EPS numbers? Looked positive to me. Some uncertainty regarding Asia still, though. (sigh)
Good luck!
Chris