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To: Kathleen capps who wrote (24987)	12/11/1997 7:56:00 AM
From: Thomas G. Busillo	Read Replies (1) \| Respond to of 53903

Kathleen, thanks. Was intersting to see the Smart Money writer call ALTR's forward PE "positively cheap" at 24. Also intesting to see that Niles was reported to have alluded to "whisper numbers". So now "whisper numbers" are part of the analytical equation? His call of 70 was for 12 months, and yet I was under the impression that "whisper numbers" generally come into play on a quarter by quarter basis. Logically speaking...forget it. I mean, this is Dan Niles we're talking about <g> FWIW Kulick and Soffa pre-warned earlier this morning. Customers rescheduling equipment deliveries. Good trading, Tom