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To: Jong Hyun Yoo who wrote (2769)4/22/1999 9:19:00 PM
From: Duker  Read Replies (2) | Respond to of 5867
 
JHY,

Do you agree ... this was pretty much a "big call" ??? I was kinda stunned to hear management as upbeat as they were ... layer in another $XXX million in CMP revenue in 2001 ... the margins return after the June quarter (high cost materials/inventory) ... 200bpts. here, 300bpts. there ... GMargins get to 40% ... to 42-43% pretty quickly ...

I will listen again tomorrow ... and I will try to be more rational about it ...

--Duker