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To: Dale Stempson who wrote (6385)	1/21/1999 9:26:00 PM
From: Andreas Samson	Read Replies (1) of 10072

IOM CC notes: Good: -shortened DSO (42 days vs. 52) -no discounts 4Q to pay down receivables -positive cash flow $106M - payables financing inventory -commitment from Agfa for Clik! product midyear -good EPS number, obviously -big disks sales (over $200M) -new CEO 'fanatical about revenue growth and asset management' -new Oracle system streamlined productivity -Clik! for mobile computers released -Zip units shipped up 47% y/y Bad: -loss of Ted Briscoe and the other guy, Fred -1Q99 loss, w/supply constraints -4Q gross down 8% y/y due to OEM mix and markdowns -mid single digit net income projected for 1999 (or good, depending on your view) Vague: -no guidance on Clik! buildout -no guidance on plans to 'leverage installed Syquest business' -no guidance on restructuring -analysts underwhelmed...? BTW, Hi, Dale! still in ASPX?

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