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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: DebtBomb who wrote (60222)	5/2/2002 8:56:42 AM
From: 2MAR$	Read Replies (1) \| Respond to of 99280

PDLI looking at $14 here, EDIT : $14.24 lo PDLI

To: DebtBomb who wrote (60222)	5/2/2002 9:04:16 AM
From: Rich1	Read Replies (1) \| Respond to of 99280

Funny I read it the other way that they only sold 75 percent of what they were supposed to in April.. Anyone know??

To: DebtBomb who wrote (60222)	5/2/2002 10:11:35 AM
From: Steve Lee	Read Replies (1) \| Respond to of 99280

Dale, the part of the EMLX cc that deals with this "75%" business is 33 mins 20 secs in to the call. The question is: "Can you comment on the general tone of business through April" The answer is: "Generally we're right on track. We just completed yesterday month number 1 & we're pleased with our progress so far. We've had sequential growth the last couple of quarters and we continue to see the business remain relatively strong. The quarter so far, I've said this before at other conferences, the quarter so far has been very linear as it has been the last couple of quarters. Linearity is always subject to individual interpretations; we've had people, you know, make comments about our linearity but what I mean by that is here we're one month done in the quarter and I think with shipments out the door and backlog for the current quarter we're about 75% towards, you know, towards the guidance out on the street with two months left to go. So we're in reasonably good shape I think." I bolded the part that I think has caused the confusion. They have clearly not done 75% of the quarter in one month, but that 75% also includes everything they know they are going to ship for the rest of the quarter.