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To: MileHigh who wrote (26347)9/20/1999 5:18:00 PM
From: Richard Habib  Respond to of 213173
 
Well, if the news is correct we're looking at 75-85M. Guidance was flat with last qtr. Last qtr was 203M - 89M for ARMY sales is 114M. So this is a 25%to 52% shortfall. I suspect that G3 sales must have dried up in anticipation and no G4 sales.

Jim, have even used paid research but haven't found Alpha Top's physical location in Taiwan. Thanks for the GVC link. Missed that first time but still no luck. I'm sure we'll hear tonight or tomorrow about Alpha Top as well as Quanta. Rich



To: MileHigh who wrote (26347)9/20/1999 5:22:00 PM
From: Richard Habib  Respond to of 213173
 
CNBC is reporting 11-12 points down in after hours. Rich