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To: hueyone who wrote (1358)	12/17/2000 12:09:49 PM
From: peter grossman	Read Replies (1) \| Respond to of 1881

Getting back to your earlier post; "About one month ago the company said due to slowing PC sales and lack of wafer availability,the company expected the revenue growth rate to slow from an unbelievable 54% sequential quarterly growth rate to a more modest 24% sequential growth rate this quarter before increasing again next year." Given the earlier guidance you are now posting from the third quarter report, a 24% sequential increase is actually better than previous guidance (20%). And the third quarter guidance also called for 20% sequential growth from Q4 to Q1 2001, then slowing to about 15% the remaining three quarters of 2001, earnings pretty much mirroring revenue growth. By itself, thia would be stellar growth. Do you think that the later quote you cited actually indicates another upside surprise?

To: hueyone who wrote (1358)	12/17/2000 3:51:27 PM
From: Steve Lee	Read Replies (1) \| Respond to of 1881

Talking of guidance, and trying to come up with future revs and earnings etc, I am trying to come up with my own estimates going forward. My best attempt so far is here: intelcapital.com Hoping to fill in the gaps and add further breakdowns as to royalties versus products and if detail can be gained as to revs accounted for by various customers/market segments etc, an even better model can be built. The estimates are generated from managements own guidance as to EPS aong with my own guess as to how the earnings will be distributed between each quarter. Interesting to note that to reach the projected $1 quarterly EPS for Dec-01, SSTI only needs revs in the region of $300MM given managements guidance of margins and tax rates. Or praps the $2.90 FY 01 estimate is conservative?