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Off The Record: Novellus has done a pretty good job, Industry Expert states Full article published: 10/26/2001     Money Managers, Analysts, Buysiders and Executives


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Novellus Systems, Inc. (Nasdaq:NVLS);

Three analysts and top management from ten sector firms examine the Semiconductor Capital Equipment sector in this special 67-page issue from The Wall Street Transcript, available at (212/952-7433) or http://www.twst.com/info/info437.htm

“Novellus has just always run a very tight ship,” states a leading analyst. They’re the leanest and the meanest in the industry and they can show that in their operating margins. I also think Novellus’ efficient manufacturing model and efficient business structure helps them be flexible both up and down. Novellus hasn’t gone far enough yet, and as with everyone in my industry, I think Novellus has to do another round of headcount reductions in order to get their cost structures in line.”

“I would say Novellus has done a pretty good job,” another industry expert says. “Rick Hill, the CEO of Novellus, has done a good job of educating the public as to why the market is moving toward copper and how Novellus is involved in that. From a Street point of view, Novellus has also done a really good job in terms of focusing new technology and gaining shares to investors. Novellus just keeps doing it. Novellus decided to focus on copper early, which was a key thing to do and it’s been successful."

This special issue includes:

1) Semiconductor Capital Equipment - In an in-depth (12,900 words) Analyst Roundtable, Mark Fitzgerald, Managing Director and Senior Research Analyst in the Technology Group at Banc of America Securities, Robert Maire, Analyst at Bear, Stearns & Co., Edward C. White, Jr., Managing Director and Semiconductor Equipment Analyst in the Equity Research department at Lehman Brothers, examine the outlook for the sector including investor inflection, growth drivers and share specific stock recommendations.

2) The TWST confidential Off-The-Record survey of management performance at eighteen sector firms asked market insiders about the ability of management teams to create shareholder value.

3) CEO and Sponsored interviews (average 2,500 words). Top management of ten sector firms examine the outlook for their firm and the sector.


Tickers included in this excerpt: NVLS

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This interview is a small excerpt from a comprehensive management survey published in The Wall Street Transcript on 10/22/01. For more information call (212) 952 7400. The Wall Street Transcript does not endorse any of the comments made by interviewees, and does not make stock recommendations.

Copyright 2001, Wall Street Transcript Corp.

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