Thursday, September 3, 2009

Novellus issues upside guidance

NVLS mid-quarter update is marked up. .10-.20 for Q4 versus street expectations of .01. Revenue of $200--$230 million versus $181million estimates.

The Wall Street Transcript has a 115 page report on semiconductors, which can be condensed in just two words:

"Buy 'em!"

1 comment:

khalid said...

Abu Dhabi must have read that report???