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To: Judith Williams who wrote (38083)	1/17/2001 11:45:20 AM
From: Bruce Brown	Respond to of 54805

Great, Judith. Just get the margins, revenue break down and key comments or points from management in the presentation and the Q&A. Comments about slow down or visibility, etc... . I and the thread would appreciate it. I'll listen to it on replay and add any notes that I think are worth it. BB

To: Judith Williams who wrote (38083)	1/17/2001 11:51:24 AM
From: johndelvecchio	Read Replies (2) \| Respond to of 54805

The nuances come in the analyst Q&A. If the analyst says, "great quarter guys", then he/she is happy because the guidance given previously makes the analyst appear smart. If they close their final question by saying "congratulations" again, then the analyst is very happy. If the analyst goes into the question with a very direct and heavy tone, he's potentially peeved about something. If the analyst says "could you give us some more color on..." the analyst is confused or could potentially write something stupid in their wrap-up report. Or else, the company is providing less information than in the past, which is usually not good. Just a couple of CC tips : ) John Del Vecchio