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Strategies & Market Trends : Drillbits & Bottlerockets -- Ignore unavailable to you. Want to Upgrade?

To: John Pitera who wrote (8629)	4/20/2001 1:42:02 PM
From: Logain Ablar	Read Replies (1) \| Respond to of 15481

John: I didn't like the balance sheet or cash burn rate. appx $100M cash burn. $25M for infrastructure (bldg??) $25 on ops and I don't know where the other 50 went. CFO was cute in indicating they are targeting $150 cash for year end (implying only $100M burn from now to year end but they are also getting $25M from MSFT). I think ARBA is doing a better job of managing the bs and cash. My problem with cmrc is the flat sales going forward without reducing expenses. Time will tell if that is a wise decision by managment.