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To: Sector Investor who wrote (19120)	2/22/2000 7:09:00 PM
From: signist	Read Replies (2) \| Respond to of 42804

Isn't it about time for some additional coverage? Chet ought to come out with some analysis and may reit. May not stay down too long. Re: Foc. merger/acquit....sheesh! More technology to put me to sleep reading. Pooh! Sector, Are you having more fun than ASND's ride to 100? (g) John

To: Sector Investor who wrote (19120)	2/22/2000 9:12:00 PM
From: pat mudge	Read Replies (4) \| Respond to of 42804

Sector, Greg, and anyone else who followed CC: 1) What was your prediction for earnings going into today? 2) What was concensus? 3) Were you expecting write-downs for Enterprise LAN Products and do you understand the rationale for taking charge at this time? 4) Did you think Noam was a bit dismissive regarding Greg's request for clarity on spin-off (IPO) schedule? 5) Did you expect more clarity on customer trials for RedC product line? 6) What do you think tone of analysts' was? Several asked where earnings would come from going forward. Were you satisfied with answers? 7) What about the new accounting (mentioned in CC)? Are you comfortable with this? 8) What was the most positive part of CC and what the most negative? Again, feeling nervous. Pat

To: Sector Investor who wrote (19120)	2/22/2000 9:24:00 PM
From: Greg h2o	Read Replies (1) \| Respond to of 42804

<<Then we should see what reaction analysts have. If they put the proper spin on the positives of the optical news, and play down the charge for exiting the switching business, the down move may be short lived.>> sector, in talking with some clients, that's exactly what i explained to them...even though there was disappointment in glossing over a few issues, there was enough excitement from products (at least i was...not vivik rao) that we should see some support in the low to mid 90's (opinion only). my next message will address some key issues that i'm not sure anyone else has mentioned....