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Strategies & Market Trends : Technical analysis for shorts & longs

SPY 662.63

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Nov 19 4:00 PM EST

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To: Johnny Canuck who wrote (17336)	7/28/1998 6:19:00 PM
From: Clint E.	Read Replies (4) of 68143

Harry, I read your LU CC notes last night. I appreciate your notes and hard work. My comments: 1. Isn't rev. growth slowing from previous qtr. on seq. basis? ~25%--->~19% 2. Growing Faster outside of the US. 18% last Q. vs. 26% this Q. 3. BCS growth improved from 13.5% last Q. to 28% this Q. 4. uElectronics sales declined from 15% yoy growth last Q. to ~7% this Q. Not immune to the slump in the chip industry. 5. What was menat by "convergence"? Do you know? Same networking and even wireless systems around the world? 6. Mgmt changed tone from "expanding mkt shr with no regards to margins" in the previous CC to "keeping healthy margin". As far as format, it was very detailed and seemed to contain all that was said in the CC. That was a lot of typing you did, Harry. Take it easy on yourself. Perhaps you can omit details that may not seem important or summarize them. For example, mgmt opening remarks could have been condensed. Aren't you concerned about "Carple Tunnel Syndrome"?? Thanks again. Clint

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