GSCN - General Scanning Message Board

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Technology Stocks : GSCN - General Scanning

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To: Thomas C. Donald who wrote (146)	6/24/1998 5:56:00 PM
From: Grommit	Read Replies (1) of 167

Wasn't me --- The impression I got from the CC (only listened to part of it) was that 1999 revenue might be same as 1998 -- semi being dead, other business picking up the slack. They do not have a good handle on revenue and backlog. They sound connected to customers but the semi/asia customers sound flakey. They seemed to be saying that once they get expense levels back to the proper range, they expected EPS to pick up from present run rate. I would hope so! To get their .90 for the year, quarterly EPS might be: Q1 .18 Act Q2 .15 Company Est (.14 to .17) Q3 .25 Guess Q4 .32 Guess ---- Year .90 Company Est (.85 to .95) With that EPS ramp up in 2nd half -- 1998 looks risky on the surface. This is just a zero analysis guess by me, although I did hear one analyst ask where the margins were coming fron in the 2nd half. With flakey customers, and not knowing how much of the pickup in EPS in the second half is expected to come from the asia/semi markets, this may be a wait and see stock for me. But then again, it is sooo cheap. I like the sound of mgmt also.

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