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Technology Stocks : CMCI -- Ignore unavailable to you. Want to Upgrade?

To: Creditman who wrote (238)	1/1/1998 3:12:00 PM
From: joemjo	Read Replies (3) \| Respond to of 329

Creditman, If your analysis is correct, and I do tend to agree with you, then the proof would be that CMCI's non-Micron revenues are growing at a "good" pace. We know that revenue from Micron grew at a phenomenal rate. I asked this question in post #224. I cannot locate Micron's % of revenue in the quarter ending 7-97. We know they were 21% of year ending 7-97 and 42% of quarter ending 10-97. Optimistically I think CMCI will report a quarter ending 1-98 with revenue looking very much like the $90 million reported 10-97. Earnings will be similar $.18 unless there is a cost to he termination of Micron's relationship. Such as inventory writeoff or retooling for the next customer. It is the quarter ending 4-98 that I think matters on the short term. Is CMCI profitable without Micron during that quarter? IMO CMCI did $49 million non-Micron sales in quarter ending 7-97, $52 milliom in 10-97, will do $55 million in 1-98, & $60 in 4-98. If that growth continues CMCI will be growing at 30% annually in revenue. Am I too optimistic? Too conservative? Do you think they will show positive earnings with these revenue numbers? Todd