Just got off the conference call, some notes:
- lasted 45 minutes, much longer than the past
- 6 analysts on call, 1 "terrific", 2 "great Q", 1 "congrads"
- 90% strip bookings, over $30M, 1 analysts noted they are now #1, Brad is waiting for confirming numbers.
- Bookings NA 15%, J 9%, PR 68%, E 8%
- virtually "NO" impact in Tawain, biz is great, +144% Tawain strip over last year, shipping units "on Time, as previous plan prior to quake" (Phil you worry too much :'))
- Expect 60% of biz to be strip next year
- Biz model is for 20% profit by late 2000? with a 5-10 taz rate
- RTP very weak, shipped 1 unbooked unit?, EPI weak
- Y2000 should be a very good year! (Brad)
- Don't expect 300mm to heat up until mid 2000
I think it looks good for tomorrow. I also expect that the analysts now know what happening with GSNX market share.
Best Regards,
John Stewart |
