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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (43078)	1/12/1999 5:49:00 PM
From: Timothy Liu	Read Replies (1) of 132070

> The year is down 13% True enough. But Q to Q comparison is going up, now up 21%. And going up because last Q1,Q2 was very bad. > the margin is falling Not true. Compare to what? > burn cash at a mighty rate Stock repurchase will slow. Put warrant sales is a good indicator. > receivables and inventories I was looking at it too but no such hint (actually a drop in probably due to the on-line sales system). > le deluge We will get a hint from CPQ announcement, will we. Actually, did you catch the surge in Asia and Europe sales? Is that something you might have overlooked? Tim My 0.02$

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