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Technology Stocks : ADI: The SHARCs are circling! -- Ignore unavailable to you. Want to Upgrade?

To: Steve Morytko who wrote (821)	2/18/1998 12:26:00 PM
From: Harley Morgan	Read Replies (1) \| Respond to of 2882

You missed the fine print. Earnings estimates for 2nd Qtr are too low! 5 to 7% sequential revenue growth expected in 2nd qtr '98. EPS would be as follows: $330,721 x 1.05 (or 1.07) = 347,257 (or 353,871) at 19.8% operating margin = 69,069 (or 70,385) at 178,146 diluted shares outstanding = 0.38 (or 0.39) Zacks consensus for 2nd qtr '98 is 0.33! Remember this is management publicly forecasting the expected revenue increase (subject to safe harbor). To me this means that the revenue increase is in the bag and more is likely. Also, we are 1/3 of the way through the 2nd qtr and management must be seeing some excellent sales to make these statements so early in the quarter. Before NRI earnings were 0.29 (on target). Looks very bullish to me!