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To: Mike K who wrote (383)	9/24/1999 9:59:00 AM
From: Alan Newman	Read Replies (1) of 989

I listened to the entire conference call. I thought it was extremely positive. Though BellSouth would probably not be re-ordering in the current quarter, it was clear that they had sufficient other revenue sources that they would be able to continue to grow at a high rate. I'm extremely surprised about the EPS revision and the negative reaction. Maybe it's the secondary.

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