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Technology Stocks : VLSI Technology - Waiting for good news from NASDAQ !!! -- Ignore unavailable to you. Want to Upgrade?

To: DanZ who wrote (4272)	9/2/1998 6:14:00 PM
From: SeaViewer	Read Replies (1) \| Respond to of 6565

Dan, do you know why R&D in last quarter is much bigger than that in the same quarter a year ago? Jeff

To: DanZ who wrote (4272)	9/3/1998 3:07:00 PM
From: Hashem Akbari	Read Replies (2) \| Respond to of 6565

Dear Dan, Here is my new estimate of EPS, based on the company's recent news. First assumptions: 1. RVNU: 5 to 10% below the Q1; leading to $124.0M to $130.9M 2. Cost: I plotted the cost over the last 8 Q vs RVNU. As the RVNU goes up, the % cost decrease. For low end of RVNU I assumed 63%, for the high end 62%. (this may be conservative?) 3. GP: then becomes $45.9M to $49.75M 4. R&D and Marketing: I assume the same as the Q2 ($26.54M + $22.55M = $49.09M) 5. Interest: An Income of $1M 7. Tax: 27% 8. Shares: 47M The bottom line EPS is then calculated as $(0.05) to $0.03. I think, possibly the EPS is around $(0.02). This is before special charges. Also, if they control the marketing and R&D cost;, then we are for a +tive surprise of $0.02-0.04 . Hashem