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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: William Griffin who wrote (14848)	1/19/1998 11:05:00 AM
From: 16yearcycle	Read Replies (2) \| Respond to of 70976

Re: Novellus Market cap 990 million Rev's for q 162.8 million Novellus is selling at 1.5 x current sales pace, ie, 162.8 x 4 =652 m Novellus states record billings,revs, and backlog for q and year Margins were slightly better No statement about btb this q Said they achieved this despite delays in orders in the final 2 weeks from Korea, due to credit problems Conference call in less than 2 hours.