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To: w0z who wrote (1951)10/6/1999 7:04:00 PM
From: John Stewart  Read Replies (1) | Respond to of 3661
 
Bill;

Per my own wild speculation:

I est this Q will come in at +.03 to +.04. The new CFO would not draw in 4 new analysts and then just meet the est. BTB will be above industry, I est 1.3. Strip will be outstanding (but Brad will not break it out but I think he might claim #1 slot now). CVD will pick up some significant new customers (which Brad won't name). RTP will suck (Brad will try to put the spin on it), EPI not sure. ...Now the part I'm not sure about, stock to gap up? Who knows? ..I'm looking at the call options now.

Best Regards,
John Stewart