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To: Richard S. Schoenstadt who wrote (18938)	6/22/1998 11:24:00 PM
From: big run	Respond to of 31646

richard, you make a good point about revs/eps. however, everyone knows that this will be just a temporary blip on the balance sheet. what comes after y2k is a "plan" they're trying to get in place and execute. systems integration seems like a fancy name for plant floor layout to me. of course, if you believe that y2k will go beyond 2000 to 2007 then maybe you've rolled a 7 or 11. but i have to believe that if it takes that amount of time, equipment (controllers, plcs, boards and eve complete systems) will be replaced long before that. does anyone have a percentage of chips that actually use date (year) calculations? i saw somewhere it was ~10%. ok, so the only pertinent question is, since institutions are shy of y2k pure plays, where will the new money come from to run the stock up? best

To: Richard S. Schoenstadt who wrote (18938)	6/23/1998 12:30:00 AM
From: Rick Bullotta	Read Replies (2) \| Respond to of 31646

Your $0.60 in 1999 sounds quite reasonable, but I don't think that it will necessarily sustain the price if there are any bumps along the way... Looked up on the Nasdaq site today, and it appears that Emerald has an estimate out of $0.37 for FY '99...anyone know if this is old or new? Seems to indicate that it is a new estimate...certainly quite different from Hannifen's $1.10. I think we'll "split the uprights" somewhere near the middle...provided that they can get billable revenues piling up...which I think they can... Currently thinking of getting back in if it dips below $8.00, which is certainly feasible in the next Q...from there, it could be a nice run up for a couple quarters...