Benchmarq Micro(BMRQ) Message Board

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Technology Stocks : Benchmarq Micro(BMRQ)

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To: Rex Dwyer who wrote (52)	1/24/1997 9:26:00 PM
From: Dave Palmer	of 313

Rex, I will give my own disclaimer about not being a professional securities analyst. I'm not associated with either of the firms who follow the stock, and this posting should not be used by others as a basis for investment decisions. That being said, I have run some back of the envelope calculations for this company, and the numbers keep coming out much better than street estimates. A fully-taxed estimate of 19c (using conservative estimates for RTC and NVSRAM sales below the avg of last 3 qtrs) suggests battery-IC revenues up approx 15% on the third quarter to $6.2MM. Given the strong 4Q reports coming out of the laptop market so far in the reporting season (Gateway portables +30% on last qtr, Acer "unable to meet demand, etc.) conditions look better than up 15%. So, as long as the market hasn't been trading exclusively on your "whisper" estimates for the past month, I will be happily holding the stock in expectation of the 28th. DP

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