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To: Scott Violette who wrote (11807)12/22/1997 11:35:00 AM
From: Douglas Rhodes  Respond to of 25960
 
I'm calling for $.28 and 140 lasers out the door. I second the vote for ScottMcI. Thanks for the transcript, Scott. If you're still out there.



To: Scott Violette who wrote (11807)12/22/1997 12:16:00 PM
From: FJB  Read Replies (1) | Respond to of 25960
 
I think this has been cleared up already, but it needs repeating. There was no 15% growth guidance given. Management did say they expect sequential growth for at least the next two quarters.

I'll go with $0.24/share and 129 lasers.

It might be a little early to start this contest. Earnings are one month away.



To: Scott Violette who wrote (11807)12/22/1997 1:05:00 PM
From: Cymeed  Read Replies (1) | Respond to of 25960
 
Thanks for your contest invitation. I am expecting $0.22~$0.24 personally, but keep a wide sharp eye on their backlog. Since R. Akins said he received significant order after the close of 3rd Q, I expect Q4 results will be good.

The key will be backlog. During Q3, backlog was essentially flat with Q2 and fell off below shipment for the first time. I am hoping that backlog number will bounce off to above shipment (BTB >1) when they announce results in January. JMHO.



To: Scott Violette who wrote (11807)1/10/1998 11:34:00 AM
From: Scott Violette  Read Replies (2) | Respond to of 25960
 
14 trading days left.

What is your guess of 4Q97 EPS before extra-ordinaries?

On one side the Anal-ysts:
First Call- $0.22 EPS

On the other side the SI'ers:
Douglas Rhodes: $0.28 EPS (140 lasers)
Robert Grutza: $0.24 EPS ( 129 lasers)
Cymee: $0.22-0.24 EPS
Yours Truly: $0.30 (144 lasers)

Surely, I am not the most bullish on EPS. Curly???? any quesses.