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To: GVTucker who wrote (171408)10/2/2002 4:29:35 PM
From: Jim McMannis  Read Replies (3) | Respond to of 186894
 
RE:"They'll have a "substantial" operating loss and revenues of about $500mm, which is 20% under current consensus."

They are not trimming fast enough. Survival now comes into question. Pathetic. Doesn't anyone there see what they need to do?



To: GVTucker who wrote (171408)10/2/2002 4:32:42 PM
From: Road Walker  Read Replies (1) | Respond to of 186894
 
GV,

Wonder what the revenue miss will mean in terms of a loss for the quarter? With their fixed costs, they could see a real cash hit.

John