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

To: Steve Fancy who wrote (2138)	4/12/1999 3:07:00 PM
From: Duker	Read Replies (1) \| Respond to of 3813

The quarter sounded good to me (I do not own NVLS ... though sometimes I do not know why) ... Listen to the conference call replay for an unbiased commentary ... (Number: 1-800-633-8284 Passcode: #11980338) I would say that things are progressing nicely. The order picture looks good on a sequential basis. B:B was strong ("substantially above one" ... above the industry average of 1.15). Built some backlog ... which should help with the manufacturing/planning on a going forward basis. Korea & Asia were strong. Japan was ahead of plan -- which is to say that they were still breathing. U.S. and Europe were not stellar due to some timing issues on the quarter. Company plans to get back up to the $150-155 mm revenue range in the short term ... which should get them back to the 55%GM range ... Sequentially, expect everything up: orders, billings, net income, and backlog ... Just a good, solid call ... Take the time to listen to the replay ... it is worthwhile ... --Duker