Hi/fn™ (pronounced "hyphen" ) (ticker:HIFN) Message Board

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Technology Stocks : Hi/fn™ (pronounced "hyphen" ) (ticker:HIFN)

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To: Susan Saline who wrote (426)	1/6/2000 9:22:00 AM
From: Geoff Altman	Read Replies (1) of 928

They didn't loose any contracts, what happened was a market over reaction to an announcement by LU that they were going to cut back on it's orders for ONE quarter, (that was the last Q). I don't believe that the next earnings report will be bad. Analysts will most likely have been guided by HIFN. In anycase LU had no complaints about HIFNs products and made it clear that the situation was temporary and orders have already resumed. IMHO totally an over reaction by the market to a temporary situation. I've heard that earnings will be released around the 17 but I haven't been able to confirm that yet. A question you have to ask yourself is, if HIFNs earnings were going to be poor would the CEO be stupid enough to dis Wall Street and not preannounce? Looks like you picked the perfect time to jump back in. This news will just start the ball rolling, IMHO it's the March earnings release that are going to be a huge impetus. I was wondering what happened to you. You played this violin well before.

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