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To: The Ox who wrote (3248)1/10/2000 9:06:00 PM
From: 16yearcycle  Read Replies (2) | Respond to of 4710
 
the cc was wonderful. If there is a sell off, it won't be related to the outlook as management is expecting double digit q over q to continue, with margin for error.

One analyst said he was having problems with the numbers vtss was suggesting going forward as they are pointing to 12-14% sequential growth in each area, and yet saying only 10% sequential over all, which would be a slight decline. Tomessata(sp) seemed annoyed and suggested the analysts was wrong; they expect acceleration in the rate of growth, and they are simply trying to provide conservative guidance.

They aren't concerend at all about Lu, but had to say it 3 or 4 different ways for the analysts.



To: The Ox who wrote (3248)1/11/2000 9:50:00 AM
From: aliveinsf  Respond to of 4710
 
Good Point...They should have talked about that in the CC...