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To: Philip W. Dunton, Jr who wrote (2022)	10/21/1999 7:04:00 PM
From: John Stewart	Read Replies (2) \| Respond to of 3661

Just got off the conference call, some notes: - lasted 45 minutes, much longer than the past - 6 analysts on call, 1 "terrific", 2 "great Q", 1 "congrads" - 90% strip bookings, over $30M, 1 analysts noted they are now #1, Brad is waiting for confirming numbers. - Bookings NA 15%, J 9%, PR 68%, E 8% - virtually "NO" impact in Tawain, biz is great, +144% Tawain strip over last year, shipping units "on Time, as previous plan prior to quake" (Phil you worry too much :')) - Expect 60% of biz to be strip next year - Biz model is for 20% profit by late 2000? with a 5-10 taz rate - RTP very weak, shipped 1 unbooked unit?, EPI weak - Y2000 should be a very good year! (Brad) - Don't expect 300mm to heat up until mid 2000 I think it looks good for tomorrow. I also expect that the analysts now know what happening with GSNX market share. Best Regards, John Stewart