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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Johnny Canuck who wrote (36759)	4/15/2002 11:27:54 AM
From: Johnny Canuck	Read Replies (1) \| Respond to of 68092

ADTN CC Part 2: Expect GM to back to 50 to 55 per range. Q: Business has held up better than others. When uptick will ADTN see not as much of an uptick? A: We expect it to be equal or more that uptick in competitiors. We have been picking up market share during down turn. Historical once we have picked up market share we don't loos it. Q: Op Ex. Change in SGA q-q, how did ADTN do it. Employee count? A: Employee count flat. 1640 employees. SGA helped by employees. Q4 increase allowance for bad debt for one carrier. No new activities by management to save cost. [Harry: ADTN continue to do a good job at controlling cost. They seem to be taking market share, so slower spending seems to be affecting them less. Though no forward guidance for latter in the year, it seems managment is expect some kind of up tick from current levels. Flat to up 10 percent T1 growth is better than most were expecting I think. T1 growth will drive demand for TLAB products as a side note. ]