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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: kendall harmon who wrote (13809)	10/21/1999 10:29:00 AM
From: Rande Is	Respond to of 57584

Now there is an explanation that makes perfect sense. . . .it is like I said in the beginning. . .you don't need to grow your gross margins in order to make more money. . . if your operating margins are growing then your bottom line will grow. So essentially, what Warburg Dillon Read is saying about ANTC is that the other analysts were MISTAKEN in their analysis of ANTC and did dig deeply enough to disclose the true cause for the gross margin decrease. They read the quarterly. . .compared it with prior quarterlies and stated a premature opinion. And that is what tanked the stock. Thanks for that article, Kendall. . . I added this AM. Rande Is