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To: Cary Salsberg who wrote (3528)11/17/1997 10:34:00 AM
From: Sam Citron  Respond to of 10921
 
Cary,

"A statement about 'lack of visiblity' in the second half of 98 and a refusal to give full year booking and revenue estimates will likely cut the price in half!"

Yes, but I am sure he recognizes this. Is he free from the usual need to dance to the tune of analysts expectations? What is his history of surprise?

SC



To: Cary Salsberg who wrote (3528)11/17/1997 2:21:00 PM
From: Sam Citron  Respond to of 10921
 
Cary,

Any thoughts on possibility of IBM taking leadership of 300mm conversion? [see today's WSJ p B12, sorry can't link it yet]

SC



To: Cary Salsberg who wrote (3528)12/5/1997 10:35:00 PM
From: Rick Storm  Read Replies (1) | Respond to of 10921
 
cary, hope you are okay; miss your comments and musings during these dreary times! Hope you are well and perhaps your lack of participation means that you have been on vacation or something fun; in any case miss your insight and teaching! thanks, R S