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Technology Stocks : VLSI Technology - Waiting for good news from NASDAQ !!!
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To: Hashem Akbari who wrote (5066)4/21/1999 4:01:00 PM
From: Hashem Akbari  Read Replies (2) of 6565
 
For the records:
Hashem's estimate for Q1 was $0.02 to $0.10. The actual came at $0.05.

Here is Hashem's estimate for Q2 99.
Assumptions:
1. Two RVNU scenarios: 5 and 10% growth
2. GM: 38.5% for 5%, 39% for 10% growth
3. R&D 31.8M (This is good news that VLSI is spending on R&D).
4. M, GSA: $24M
5. Interest income: $1M (realistic!)
6. Tax: 27%.
7. Shares: 50M

Results: EPS of $0.08 to $0.12.

This analysis is based on the company's public data. I know that B to B is 1.2, but I have only considered 5 to 10% growth for Q2. Also, margins is a big problem; I was expecting a GM of 40% and I was very disappointed with 38.5%. If GM improves to 42% (unlikely), the bottom line
can increase by $0.05 to $0.09 and the EPS range will be $0.13 t0 $0.21. If VLSI gives update, I will revise my estimate.

Hashem
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