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To: marginmike who wrote (116487)8/10/2001 9:42:07 AM
From: yard_man  Respond to of 436258
 
mike,

The only way I see them growing revenues is by canibalizing others as chips as a whole are in rapid decline-- they may be doing a bit of that, but they'll be subject to the law of gravity like all the others. I do appreciate the warning, though and agree caution is warranted given the large short interest ...

Any miss on revenue growth expectations and they will crater, short interest or no, IMO