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To: Road Walker who wrote (143011)9/6/2001 6:24:27 PM
From: wanna_bmw  Read Replies (1) | Respond to of 186894
 
John, Re: "I think he said that headcount reductions in the operations segment are behind schedule, and that's the reason for the gross margin reduction."

Actually, I think they are ahead of schedule in both of these. He said it once early in the CC, and then again later on. I think where they are behind is in manufacturing cost reductions, but not in headcount or costs based on marketing or R&D.

"I believe he said that flash/networking shouldn't be underestimated WRT gross margins."

You may have heard better in terms of this. It was a fleeting remark that only sounded interesting after it passed from one ear to the other. :)

wanna_bmw



To: Road Walker who wrote (143011)9/6/2001 6:26:38 PM
From: Tony Viola  Respond to of 186894
 
>>>I think he said that headcount reductions in the operations segment are behind schedule, and that's the reason for the gross margin reduction.

John, I think the gross margin reduction is because factory costs didn't come down as much as Bryant had hoped.

Tony


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