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

To: Tito L. Nisperos Jr. who wrote (28451)	2/19/1999 10:10:00 AM
From: Duker	Read Replies (2) \| Respond to of 70976

From our friends on the NVLS thread ... Novellus Sees 1st-Qtr Sales Exceeding 4th-Qtr Sales: Feb. 18 (Bloomberg) -- Novellus Systems Inc. Chief Financial Officer Bob Smith said he expects the chip-equipment maker's first-quarter sales to exceed fourth-quarter sales by as much as $5 million, an improvement over earlier forecasts. A month ago, Novellus was expecting first-quarter sales to be unchanged from the fourth quarter, when it sold $106 million of chipmaking tools. Smith revised the forecast after the San Jose, California-based company got more orders in January than it expected, he said. Novellus is the latest chip-equipment maker to cite an improved outlook for this quarter as semiconductor companies buy more and the industry recovery builds up steam. On Tuesday, No. 1 Applied Materials Inc. said orders were pouring in and told analysts it would earn double what they expected this quarter. ''There's new capacity being added,'' Smith, attending the SEMInvest '99 conference in New York, said in an interview. Novellus is getting a ''surprising'' number of orders from Southeast Asia, Smith said. He expects the company's second- quarter sales and orders to be even higher than in the first quarter.

To: Tito L. Nisperos Jr. who wrote (28451)	2/19/1999 11:03:00 AM
From: Stefan	Read Replies (1) \| Respond to of 70976

Yah, except Lehman Brothers are doing you. don't forget the Vaseline.

To: Tito L. Nisperos Jr. who wrote (28451)	2/19/1999 11:58:00 AM
From: Paul V.	Respond to of 70976

Tito, I guess Lehman Brothers want to join me, Paul V and Lester e to the "Wet-Dreamers Club." Not to gloat, but I will be gladly to be a member the "Wet-Dreamers Club." With my current total percent 416.36% growth of my shares since Oct '96 based on the recent $71 high and a potential 627.27% when we reach $100 I am happy to be a "Wet-Dreamer."<vbg) Lester E. will be even a greater long term "Wet-Dreamer" with wisdom. I would rather be a wet-dreamer than a "circle jerk." At least I have a good night sleep with my dreams.<VBG> Dreams reach their dreams and shorters lose their shorts.:) Just my opinion. Paul