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To: Skeeter Bug who wrote (46598)	6/23/1999 4:45:00 PM
From: Earlie	Read Replies (1) \| Respond to of 53903

S.B.: Been on the road a great deal lately. Last time I looked, the concensus was plus $0.08. Looks like Wall Street's boys have been busily lowering the bar. (g) Best, Earlie

To: Skeeter Bug who wrote (46598)	6/23/1999 4:54:00 PM
From: Thomas G. Busillo	Read Replies (1) \| Respond to of 53903

Skeeter, they'll report in 15 or so minutes, but just for the sake of "online investor brute reason" v. sell-side analyst idiocy (as represented by certain stalwarts) ...put me down for -.07. Semicon revs. around 615 Gm's around 24% The thing that killed me last Q was using shipments of +40% to get .04, but then again, I don't have the benefit of a hotline to Boise. Assuming shipments +22% (i.e. they made more than they guided, but didn't sell it - par for the course). Why not paint a big bullseye on oneself? <g> Good trading, Tom