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To: Cooters who wrote (615)8/8/2006 9:46:38 AM
From: carranza2  Read Replies (1) | Respond to of 1575
 
The only drag will be options. Timing of the review was very clumsily handled by management; makes me and lots of others think that the review is prompted by something other than normal corporate CYA, particularly as Hassan said options were not an issue. What that something might be, I don't know, but consensus seems to be that there is nothing to worry about.



To: Cooters who wrote (615)8/8/2006 4:07:59 PM
From: Cooters  Read Replies (1) | Respond to of 1575
 
63 customers contributed to revenue in Q2 vs. 51 in Q1. Cingular was the only 10%er, but the top5 customers represented 80% of revenue, so Cingular was at least 40%.

FYI, that 63 might be 53, I think the CFO was chewing on a chicken wing and I couldn't hear her.


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