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To: Zeev Hed who wrote (31280)9/30/1999 5:56:00 PM
From: MileHigh  Read Replies (2) | Respond to of 93625
 
Zeev,

RE the next shoe dropping, do you suppose it will be in the next earnings report?

That is, they will be giving forward guidance and in order to cover all bases (make the lawyers happy, that is) they will need to give an honest appraisal of how EPS will come in the next 2 qtrs. And assuming there is no real "firm" date for Camino, then the guidance will look horrible, IMHO.

Does anyone else see this scenario?

MileHigh