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To: Stoctrash who wrote (50484)12/15/2000 3:48:45 PM
From: VidiVici  Read Replies (1) | Respond to of 50808
 
For all us HLIT holders (Ouch!!): Floyd Kvamme, Harmonic insider who bought a lot of HLIT shares recently, is a Friend-Of-W's.....

Bush Begins Reconciliation
TECHNOLOGY: Silicon Valley insiders say Bush will be good to the industry

Alan T. Saracevic, Kelly Zito, Chronicle Staff Writers Friday, December 15, 2000

.....

Big-hitting Republicans who stand to gain better access to the Oval Office include Cisco Systems Chairman John Chambers, who was Bush's leading campaign contributor in the Bay Area; Jim Barksdale, the former Netscape executive; and venture capitalist Floyd Kvamme. Outside the 408 area code, Dell Computer Chairman and CEO Michael Dell is a longtime Bush confidante from Texas.

.....

sfgate.com



To: Stoctrash who wrote (50484)12/15/2000 3:56:37 PM
From: John Rieman  Respond to of 50808
 
Zacks had consesus at $.14 for Q1, 01. In last year's Q1 DVD sales were about 33% lower then the Q before. If they same pattern held this year, revenues would drop $6.6M from Q4 to Q1. They are projecting a $13M drop, the other 1/2 must be VCD. A lot of Chinese companies will close their VCD lines after Chinese New Year, to convert to DVD production. They did announce a lower than expected Q1.