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To: Conan who wrote (1112)1/6/2000 4:48:00 PM
From: Chuzzlewit  Read Replies (1) | Respond to of 1492
 
Conan,

There are still one or two of us that pay attention to fundamentals. I will say no more <G>.

Looks like tomorrow is going to be very ugly.

TTFN,
CTC



To: Conan who wrote (1112)1/8/2000 10:41:00 AM
From: Edwarda  Read Replies (1) | Respond to of 1492
 
Keep in mind that deferred revenues got a big boost from the G5 cycle, which was itself inflated by demand for MIPs to test for Y2K readiness. The company has been feeding off them ever since, which is why they have been declining for three quarters. Investors were willing to "look past" this trend, but this shortfall was a whack upside the head.