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To: WTSherman who wrote (9825)5/18/2001 12:15:11 PM
From: Cary Salsberg  Read Replies (1) | Respond to of 10921
 
I have been watching them for a while because they are so close to cash and book.

What is their competitive position? Who are the leaders in their market? Is it possible that, in a slower market, smaller, weaker companies will be forced out of business?

Thank you

PS The article you cite doesn't have the $13-14M, down sequentially from $18M, sales estimate for next quarter.