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To: tonyt who wrote (50417)3/26/2001 4:54:33 PM
From: kvkkc1  Read Replies (2) | Respond to of 77400
 
Chambers boilerplate line is 30-50%growth in a well performing economy. This, according to him, is not a well performing economy. I don't understand why he isn't coming out and warning instead of mincing words. Either he doesn't have the visibility to warn, or he feels he can backload the quarter to meet his previous guidance. I think they may have a chink in the armor until the internet can be utilized more widely to gain revenues.knc



To: tonyt who wrote (50417)3/26/2001 5:41:36 PM
From: RetiredNow  Read Replies (1) | Respond to of 77400
 
Yes, you are correct. If they have -5% sequential growth this quarter, then that will equal 30% growth from the same quarter of the previous year. Wow. That sux. It's amazing how alarmingly quick the growth slowed.

The real test will be what happens in July and then in November. If they have 0% growth from the same quarters in the prior year, that will kill the stock. But that's exactly what I expect to happen.


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