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To: gladman who wrote (8901)5/2/2001 10:22:19 AM
From: Tom Hua  Read Replies (3) | Respond to of 19633
 
gladman, I'm willing to hold CCMP short for months into their next earnings if necessary. Their business is running at the slowest level this year while expenses will go up because of prior commitments. I expect earnings this quarter to be about 20 cents vs consensus of 43 cents (which haven't been revised down yet).

Regards,

Tom