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To: Ian@SI who wrote (1523)7/23/1999 8:52:00 AM
From: Philip W. Dunton, Jr  Read Replies (1) | Respond to of 3661
 
Ian, Hit on the First Call URL below and you will see that there was an estimate of a plus 2 cents both 30 and 60 days ago. This was the DLJ estimate, I believe, as Needham has never put out a quarterly estimate. When I talked to Brian McDonald, I mentioned to him that the estimate had moved from minus 2 cents to plus 2 cents and I asked him if that had been done with MTSN guidance. He told me that MTSN had not guided DLJ and that he would get in touch with DLJ and advise them that it was too high. Subsequently, the estimate went back to minus 2 cents. Phil

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To: Ian@SI who wrote (1523)7/23/1999 9:00:00 AM
From: Philip W. Dunton, Jr  Respond to of 3661
 
Ian, re First Call contained in my above post, also note that Q3 estimate was 3 cents 90 days ago, 8 cents 60 and 30 days ago and now has been reduced to 1 cent. This tells me that McDonald must be keeping in close touch with DLJ, probably something that Mora didn't bother to do. Phil


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