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To: Todd D. Wiener who wrote (622)12/18/1997 7:52:00 PM
From: Dave Hanson  Read Replies (1) | Respond to of 886
 
Thanks Todd for your typically thoughtful and informed remarks. Your analysis seems consistent with the postive guidence that Leeza cited earlier.

BTW, did you get a chance to take a gander at CBXC?

Best,

Dave



To: Todd D. Wiener who wrote (622)12/18/1997 11:18:00 PM
From: Sword  Read Replies (2) | Respond to of 886
 
Todd:

Thanks for your clear analysis of the company. The ship looks ready to sail in rough waters. The next few quarters will show how the Asian financial turmoil is affecting the smaller caps like SMTC. I wonder if anyone in the industry publishes any data on the percentage of bad receivables. Tracking the trend of this variable might be valuable in determining what affect on earnings it might have.

Regards,

Jerry


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