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To: jan m. who wrote (7729)12/22/1997 12:32:00 PM
From: Raj Ramaswamy  Respond to of 31646
 
Jan,

Thanks for the update. I guess that (marginability) will be our New Year gift..!

Wish I could margin NOW. Plenty of bargains especially in Y2K sectors.

Imagine if they announce Unilever contract AANNND marginability few days apart..!

Back to counting beans :-)

Raj



To: jan m. who wrote (7729)12/22/1997 12:55:00 PM
From: Ken Salaets  Read Replies (1) | Respond to of 31646
 
Jan, are you sans clothes again?! ggg. eom.

K



To: jan m. who wrote (7729)12/22/1997 2:02:00 PM
From: JDN  Read Replies (2) | Respond to of 31646
 
Dear Jan: Thank you for keeping up on the NMS status for us and reporting back. I was somewhat disappointed to learn the 28mm includes core and y2k business. I presume then that very little of the CD-Roms were sold during second quarter. Thats important to me as they carry a far higher margin than any of the service work and material sales. I guess profitablity will be determined by the mix between service work and material sales which carry only a 10% markup. Still, it will be the best quarter in the companies history, I believe if there are no write off surprises. JDN