Jerald Fishman Quotations

We believe we can again achieve double-digit sequential revenue growth in the fourth quarter, which would be our seventh consecutive quarter of strong revenue growth,

Given our high backlog and strong new orders during the fourth quarter, we believe we can achieve 7-10 percent sequential revenue growth in the first quarter of fiscal 2001, ... Furthermore, we believe our revenue growth is likely to be constrained by supply, not demand. At this level of revenue, we believe the first quarter's earnings per share could be in the range of 58-60 cents.

Our first look for the entire year of fiscal 2001 is also very encouraging, ... We currently believe that fiscal 2001's revenues could exceed fiscal 2000's by more than 50 percent, which would result in fiscal 2001 revenues of more than $3.8 billion.

Demand continued to accelerate during the second quarter, driven by the widespread adoption of our ... core technology,

The first quarter results were in line with our plan for the quarter, although gross margins were somewhat stronger than planned.