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To: John Stewart who wrote (1955)10/6/1999 7:25:00 PM
From: Ian@SI  Read Replies (2) | Respond to of 3661
 
John,

Nice estimates.

How many new employees were brought in as Strip and CVD are being ramped up? At what one time costs during the quarter?

What about other one-time costs associated with ramping up production; continuing R&D; Marketing and Sales costs associated with winning the first sale to new customers; ...

In other words, we don't normally have sufficient insights to accurately determine what earnings will be. Yet a highly respected poster such as yourself can go a long way toward establishing a whisper number which may set the bar so high that it's economically impossible to meet it.

Now, if I were a bear set on making a lot of money on the short side of MTSN, I'd try to bait you into establishing just such an estimate.

Just a thought,
Ian.