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

To: Proud_Infidel who wrote (1630)	10/12/1998 10:00:00 PM
From: FJB	Read Replies (1) \| Respond to of 3813

BK, RE:Any indication by mgt that we are past the bottom, the worst is over and the world is indeed not coming to an end? I think the reason the market reacted like it did was because NVLS has seen the bottom from a results standpoint. They are forecasting flat revenues, with lower expenses and a > 1 book-to-bill for Q4. This implies they've seen their low point in earnings, given the semi-equipment doesn't get much worse. This doesn't mean other companies have seen the bottom, but NVLS appears to have. Bob