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To: KailuaBoy who wrote (23670)	7/19/2000 6:33:05 PM
From: Rob C.	Read Replies (1) \| Respond to of 29970

Guys and gals, FWIW now trading at 19 1/4's...if Nasdaq turns up tomorrow, we could have a great day. IMO quarter was strong. Regards, Rob

To: KailuaBoy who wrote (23670)	7/19/2000 6:41:41 PM
From: FR1	Read Replies (2) \| Respond to of 29970

My thought as well. UMG helps them make 3mil by end of year. Also helping is their "cable ready kit" that will be out "in plenty of time for the fall market". I thought I heard him say "no truck roll necessary". That should make some difference. I assume they are talking with box makers to have ATHM ready boxes. Stock down tomorrow but we are already so low that it can't hurt too much. Also our coming quarters look better and fund managers are buying the future. They gave guidance of a loss of .05 for next qtr as compared to our .11 loss this time. They pointed out that overseas was the biggest drag on earnings and Chello will help in that way.

To: KailuaBoy who wrote (23670)	7/19/2000 8:28:39 PM
From: Solid	Read Replies (2) \| Respond to of 29970

KB, Is this fact or conjecture? The 1.2 implies UMG subs. They said yesterday that 50 thou of the shortfall was due to a fire in a transistor factory. Granted not their 'fault'. And 20 something sequential growth is great compared to RR's terrible showing. RR had touted 1 million around the end of the summer...ain't gonna happen. Correct me if wrong, but aren't the UMG subs pretty much off limits for about another 16 months or so? Chello has 300 thou to offer apparently by year end, but that ain't exactly honest to Bell's grandstanding bravado last quarter with sub predictions based upon pre- Chello/Excite. Now the pressure is on for them to come up with 1.1 million plus by 12/31, that means self installs had best work well or Chello had best close without a hitch.