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To: 16yearcycle who wrote (61018)1/9/2000 12:37:00 PM
From: MileHigh  Read Replies (1) | Respond to of 152472
 
Eugene, agreed on hype and expectations, but EPS need to
surprise on the upside to justify stock price. I have
outlined what 50% YOY EPS might look like....

Est Est Est Est Est Est Est Est Est Est Est Est
Actual 11% QOQ 11% QOQ 11% QOQ 11% QOQ 11% QOQ 11% QOQ 11% QOQ 11% QOQ 11% QOQ 11% QOQ 11% QOQ 11% QOQ
Sep-99 Dec-99 Mar-00 Jun-00 Sep-00 Dec-00 Mar 01 Jun 01 Sept '01 Dec 01 Mar 02 Sep 02 Dec 02
$0.23 $0.26 $0.28 $0.31 $0.35 $0.39 $0.43 $0.48 $0.53 $0.59 $0.65 $0.72 $0.80
Rolling 4 Qtr $1.08 $1.20 $1.33 $1.48 $1.64 $1.83 $2.03 $2.25 $2.50 $2.77
Cummulative

Projected Stock Price 50X FY '00 $60.12 50X FY '01 $91.27 50X FY '02 $124.82
65X FY '00 $78.16 65X FY '01 $118.65 65X FY '02 $162.26
80X FY '00 $96.19 80X FY '01 $146.03 80X FY '02 $199.71
100X FY 00 $120.24 100X FY 01 $182.53 100X FY 02 $249.64

50% in 4 qtrs 0.345 0.383 0.425 0.472 0.524 0.581 0.645 0.716 0.795 0.883
would be
(11% Q-O-Q)



To: 16yearcycle who wrote (61018)1/9/2000 12:45:00 PM
From: engineer  Read Replies (3) | Respond to of 152472
 
In the earnings light, I am trying to figure out how they will handle the effective date of the handset sale. Is it the date announced 2 weeks ago or is it a date in the future in which they loose the drain on earnings? How will they book any cash they gain from the sale? Do they get to take a god portion of the handset sales from Christmas into account? With blowout sales in CDMA handsets during this season, it should help out alot.

I do believe that it is the wish of hte management to keep the stock price between $50 and $100 in the long run.