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To: Brian who wrote (0)7/26/1999 8:13:00 PM
From: Bryon BothunRead Replies (1) of 24
 
To: +Scott Ozer (9886 )
From: +dirt_ferret Monday, Jul 26 1999 11:44AM ET
Reply # of 9893

from the london net silicon roadshow:

meetings went well. emphasis on imaging/printing and medical equipment as market drivers as well as semiconductor capital equipment. revenue growth is accelerating as existing customers order more and new ones come online.

oppy ests:
fy '00 (jan) rev: 29 mil eps: $.06
fy '01 (jan) rev: 43 mil eps: $.28

body language was that these are lowballs simply extrapolated from the existing business and that there is substantial upside potential.
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