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To: Gary Yerman who wrote (1335)3/6/2001 10:50:07 AM
From: Frank Drumond  Read Replies (1) | Respond to of 1422
 
With Dell and other hardware companies taking a hit on earnings the ECM segment just picks up revenues faster. Hardware companies don't like to manage the fixed costs associated with their business. The ECM's get to manage across many different product lines. This is a segment with very strong revenue growth for the next few years if not longer.