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To: Toby who wrote (789)4/14/1998 11:15:00 AM
From: David A Rush  Read Replies (1) | Respond to of 10714
 
As long as we're guessing about tomorrow's report, I'll contribute my 2 cents worth. If there is any bad news on the technical front, it has to be lack of progress with C3 crystal color, size and clarity. I don't think they have made as much progress as hoped for. The other possible disappointment might be lack of progress in nailing down a laser collaboration. In other areas (wafers, LEDs, and microwave FETs), I don't see any negatives at all based on recent reports and press releases. I'm hoping that they beat the earnings estimate by a couple of cents( I guess that's another 2 cents worth).



To: Toby who wrote (789)4/16/1998 12:43:00 PM
From: harvest-1934  Read Replies (2) | Respond to of 10714
 
Toby how your nose smelling today?Did you hear (smell) any bad news? It sounded(conf.call)very good, upbeat to me and co. predicated a blow out qt. to come.