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To: John Hayman who wrote (1115)7/27/2007 9:23:11 AM
From: Cooters  Respond to of 1575
 
If I knew how to sell properly that would have been mine.........

Best thing out of CSFB's report today is they anticipate orders in the second half of 2007 to be in the $250M range. That would indicate to me this is a one quarter pushout and will quickly fade away as a negative event, especially if they elaborate on one or more new customers/deployments.

Painful in the near term but looks like a non-event.


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