Estimate Quotations | Page 2

Seasonal factors should be turning favorable now. Micron has increased market share and has enhanced its technology compared with the last cycle. We see room for improvement in both fiscal 2001 estimates and valuation.

Senator Seward has advanced a plan that would cap state sales tax on gas at the first $2 of the per-gallon price. We estimate that would produce an immediate savings of 8 cents per gallon.

SEQuester(tm), the patented star product in this new generation of super filters, is intended for the genomics market of automated DNA sequencing laboratories. The product offers sizeable labor savings in the processing of DNA samples and fully enables robotic sequencers. We have discussed tentative agreements for brand alliances and manufacturing through well known distribution channels in the DNA products industry, an overall market worth an estimated U.S. $4 billion.

Semi stocks won't do anything until we get guidance about estimates for 2004. Otherwise, the stocks will get really overheated.

So far this year we have taken in 108.5 tons of recyclable versus the estimated 65.6 tons collected last year.

We remain on track for your consensus earnings per share estimate for 2001, which is consistent with our longer term business model.

We remain negative on PCs and semis and believe there is still downside risk to estimates and stock prices.

When we compare that to Fulton County, there?s been an estimated that the population has declined by two-tenths of one percent.

What adult wants to admit to bladder-control problems? Yet researchers estimate that 1 out of 4 women over 18 have some bladder-control issue.

We bought some shares recently in a dot.com company that was absolutely annihilated after this recent rout, About.com ( BOUT : Research , Estimates ), which is the ninth-largest Web property of all Web properties. The stock dropped from 100 in late March, to a low of $21. This is a company with a real business model that had blowout first-quarter earnings. And they are actually going to turn a profit in 2001. Investors went from 'everything Internet is good', to the 'everything Internet is bad' mantra. So now you've got to do your homework and look at individual names and identify the business models that are valid. And I think this is one that can go back to its old high.