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Strategies & Market Trends : The Thread -- Ignore unavailable to you. Want to Upgrade?


To: Mike E. who wrote (20113)10/26/2000 5:05:28 PM
From: KevinMark  Respond to of 49816
 
Great, no ?'s!



To: Mike E. who wrote (20113)10/26/2000 5:07:15 PM
From: JLS  Read Replies (2) | Respond to of 49816
 
Increasing guidance to 110-115% above pro forma, wow!



To: Mike E. who wrote (20113)10/26/2000 5:08:54 PM
From: nolimitz  Read Replies (1) | Respond to of 49816
 
Nothing new on SDLI merger, no questions allowed. Havent started Q/A. Going into Guidance for next Qtr.

1. seq growth in high teens
2. Sales growth up 2001 110-120%. margin unchanged.
3. tax rate 34%
4. cap ex 750 for yr
5. EPS 2-3 cents higher for qtr. eps up to 80 cents for year
6. cant keep up
7. capicity challanges

Starting Q/A