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To: Maxwell who wrote (12836)1/19/1998 11:29:00 AM
From: Elroy Jetson  Read Replies (1) | Respond to of 25960
 
While meeting their Earnings Estimate, Novellus also said they did this in spite of the "order push-outs in the last two weeks of the quarter because Korean customers could not obtain Letters of Credit".

This could mean Novellus won't be significantly affected by Asia, or this was the last quarter of good earnings before they're affected.


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