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To: techreports who wrote (9529)	11/14/2001 8:57:52 AM
From: pirate_200	Read Replies (1) \| Respond to of 10934

> pretty good interview... I agree. Hey, they grew gross margins two points to a little over 58% and came in above consensus revenue and earnings estimates. They could have clobbered those revenue estimates but made the decision to push sales off till the next quarter to help build their backlog to more traditional levels of 1/3 or 1 month of the next quarter's sales. They decided to forgo "wowing" Wall Street in the short term to get their backlog where they would like it to make their business model more predictable. They gave conservative guidance given the current macro conditions. Sounds like sound management decisions to me.