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Technology Stocks : Rockwell-Spins off Conexant (CNXT) -- Ignore unavailable to you. Want to Upgrade?

To: tom jones who wrote (328)	8/4/1999 1:23:00 PM
From: gpowell	Read Replies (1) \| Respond to of 2013

The company expects at least 10% sequential revenue growth. I'm not near my notes but I believe year 00' earnings should be about $1.44 but that's a long way away - many things can happen - good and bad. I expect a lot of people are thinking the personal computing business platform (modems) will hold earnings back. Computer sells go up in the December quarter so sells in the personal computing section should increase this and next quarter. This should help earnings and the personal computing section's percent of revenue is decreasing because the other sections are growing faster which will help increase net profit margins. This rings true. I believe BRCM's and PMCS' p/e will come down closer to CNXT's rather than the reverse. Just a guess.