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Strategies & Market Trends : A.I.M Users Group Bulletin Board -- Ignore unavailable to you. Want to Upgrade?

To: JZGalt who wrote (9617)	12/19/1999 9:30:00 PM
From: Steve Grabczyk	Read Replies (1) \| Respond to of 18928

Wow! That had to be the longest post on our board ever. Interesting stuff though. Thanks Dave! Worn out in Waxahachie

To: JZGalt who wrote (9617)	12/21/1999 6:23:00 AM
From: LemonHead	Read Replies (1) \| Respond to of 18928

Hi Dave, just read that very long report. Could you comment on CMOS. CMOS Blows Away Booking Expectations: CMOS reported 4Q?99 revenues of $80 million and operating EPS of $0.42 versus our estimates of $71 million and $0.30. Reported EPS was $0.35 including several one-time charges. Quarterly bookings totaled $127 million a 72% sequential increase from $74 million last quarter and well ahead of our most recent estimate of $110 million. We are making a significant change to our EPS projections and setting a $82 price objective assuming a 30 multiple on FY?00 earnings of $2.71. We maintain our near term accumulate rating. In your opinion has the increased bookings shown up in the price of the stock? TIA Keith