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To: Fred J. Ledo who wrote (8150)	3/11/1999 12:38:00 AM
From: Cogito	Read Replies (1) of 10072

>>The component shortage could be used as an excuse for lower revenue or earnings. That's something to think about.<< Fred - The company warned that component shortages would cause them to report between -.02 and +.02 already. That happened during the Q4 conference call. That's already priced into the stock. - Allen

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