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To: Bryan who wrote (587)2/10/2000 12:40:00 PM
From: jgideon  Read Replies (1) | Respond to of 825
 
Don't we expect some bad news out of the conference
call? The HWP december announcement indicated that
it will impact Q1 and probably Q2. So I expect the
results announced today for Q4 to be fine, but I
worry about what they will say for Q1 & Q2. A lot
of the reaction to earnings is not about the numbers
but the view of future quarters. Folks might take
this HWP hiccup as more important than it is.

How much of this has already been priced in?

jg