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Non-Tech : SMARTFLEX ALSO MEMBER OF THE IOMG FAMILY
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To: rich evans who wrote (278)7/15/1997 2:00:00 PM
From: kolo55   of 558
 
My best guess is $50-60M.

Based on the same average selling price, it would be $70-80M per Q. But the average selling price per assembly seems to be dropping. My notes from the conference call indicated that HDD revenues were up 9% over the last Q, but unit shipments were up 36%. Most of these units are lower margin. The direct die attachment units were up 9%; these are the higher margin units.

So it seems to me a more reasonable number is $50-60M per Q. Incidentally, at the beginning of the year, Al was comfortable with analyst estimates of $185M for this year. Most analysts were projecting $215-225M for next year. In the conference call, they said they expect to add even more capacity if they will meet next year's anticipated demand.

Next time I talk to Al, I'll ask him more about this. But remember, they need the customer demand growth to hit these numbers.

Paul
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