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To: The Phoenix who wrote (42487)11/6/2000 4:35:44 PM
From: bambs  Read Replies (1) | Respond to of 77400
 
congrats...the numbers look damn good.



To: The Phoenix who wrote (42487)11/6/2000 4:36:45 PM
From: Eric  Read Replies (1) | Respond to of 77400
 
Gary, UF

Well this blew out the numbers I expected. I've got the feeling their backlog is really building up. The contract manufacturers must be having a hard time keeping up.

That's another area to invest in. Look for a good pop in some of them tomorrow.

Eric



To: The Phoenix who wrote (42487)11/6/2000 5:01:53 PM
From: Techplayer  Read Replies (1) | Respond to of 77400
 
Phoenix, AR increase may be a symptom of additional telecomm/carrier revenues which typically have longer payment cycles. tp


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