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To: Thomas G. Busillo who wrote (47798)	8/24/1999 8:37:00 PM
From: Ed Beers	Read Replies (2) \| Respond to of 53903

Thomas, He may well belive that contract prices for this quarter were already committed and that the higher prices will have little effect on this quarter earnings.

To: Thomas G. Busillo who wrote (47798)	8/24/1999 8:53:00 PM
From: xstuckey	Respond to of 53903

Tom, So basically, other than the upside of increased prices, there's this hidden unstated downside off-setting the good stuff. Right? Isn't the obvious answer that he wants them to beat the estimate ? It seems every analyst wants every company to beat estimates. That's why they estimate so low. When is the last time you heard of the whisper number being below the estimate ? Best Trading, X PS: The new high close obviously isn't seasonal, right ?