Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Mattson Technology -- Ignore unavailable to you. Want to Upgrade?

To: John Stewart who wrote (1373)	6/12/1999 1:37:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 3661

John we may get the Street's attention sooner than we thought. Earnings estimates are rising... Consensus EPS Trend -------------------- This Quarter Next Quarter This Year (Jun 99) (Sep 99) (Dec 99) Current 0.02 0.08 0.05 7 Days Ago 0.02 0.08 0.05 30 Days Ago -0.02 0.03 -0.07 60 Days Ago -0.06 -0.03 -0.04 90 Days Ago -0.06 -0.03 -0.04 If there's anything that I like to see, it's multiple upward revisions within the same quarter. Re Strip at INTC: With Andy Grove, I'd have guessed that the first opportunity wouldn't happen before 300mm. With Craig Barrett, there just might be a chance of getting in with the next major process change - say Cu or 0.13µ. I have no way of judging the probability of this happening. but I sure would like to hear from someone with knowledge of INTC's current equipment procurement processes. Best, Ian.