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To: TREND1 who wrote (42780)2/5/1999 10:23:00 AM
From: Lost1  Read Replies (1) | Respond to of 53903
 
Seems to be support @ 72 3/8.



To: TREND1 who wrote (42780)2/5/1999 10:24:00 AM
From: SlowThinker  Read Replies (4) | Respond to of 53903
 
"Continue to recommend. Believe Q2 could be much better than anticipated. Believe that total revenues could be up almost 50% sequentially due to bits up 40-50% and up sequential pricing. Believe could be $0.05-0.10 upside to our breakeven estimate. Our F1999 EPS estimate is $0.70, consensus is $0.12."
- Note from BancBoston RS Co. in San Francisco, out on 2/4/99, reiterating a "Strong Buy" rating.

What do people think about the _factual content_ of the statements above? Any serious disagreement? I can believe the pricing part, but could revenues really jump that much? (Save any ad hominum attacks on the author of this blurb for a different time and thread.)

Regards,

SlowThinker