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

To: shulz who wrote (2809)	6/26/2001 11:06:16 AM
From: jj_	Read Replies (1) \| Respond to of 9026

QLCG- bodes well for others in the sector grabbing market share(mcdta/mcdt,emlx,),again they've never warned or reduced but actually have met or exceeded in this market- 08:32 ET QLogic (QLGC) 54.95: Industry channel checks by Banc of America lead firm to believe that QLGC is on track to meet or exceed firm's Q1 rev. est. of $93.4 mln and EPS forecast of $0.23. (Current consensus estimates for Q1 are $93.8 mln and $0.23). -the mcdta/mcdt brothers and emlx should follow-they'll exceed earnings again also 7-18-01

To: shulz who wrote (2809)	6/26/2001 12:50:58 PM
From: jj_	Respond to of 9026

NEWP-in-$24.58-diversified,Revs in genomics/bio and aerospace very strong growth- -stop at 24 have not only not warned or lowered but actually exceeded estimates fwiw NEWP's very solid numbers in tough times- 40yr old conservative company,diversified in aerospace,genomics etc...current conservative 19PE .....When.............Company....................Qrtr...Whspr....Earns * July-17-00......Newport Corp...NEWP...Q2___0.12___0.13 * October-18-00...Newport Corp...NEWP...Q3___0.22___0.23 * January-24-01...Newport Corp...NEWP...Q4___0.33___0.35 * April-18-01.....Newport Corp...NEWP...Q1___0.36_0.38_0.40 July-18-01 (approx) after Newport Corp. NEWP Q2 Newport Corporation is a global supplier of test, measurement and automation systems and subsystems that enable manufacturers of fiber-optic components, semiconductor capital equipment, industrial metrology, aerospace and other high-precision products to automate manufacturing processes, enhance product performance and improve manufacturing efficiencies and yields. The Company also provides equipment to commercial, academic and governmental research institutions worldwide that engage in advanced research and development activities. More from Market Guide: Expanded Business Description Financial Summary Newport is a global supplier of high precision components, instruments, micropositioning and measurement products and systems to the fiber-optic communications, computer peripherals, semiconductor equipment and scientific research markets. For the three months ended 3/31/01, net sales totaled $106.7 million, up from $52.4 million. Net income rose 38% to $6.9 million. -16% short float(5 mil)___72% Institutional held___28 mil float___3.1 mil avg daily vol___