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To: James Young who wrote (6620)12/24/1997 3:21:00 PM
From: WBendus  Respond to of 42804
 
I think the Bay re-iteration came out yesterday by Cowen.

Wayde.



To: James Young who wrote (6620)12/25/1997 3:44:00 PM
From: Dan Ross  Respond to of 42804
 
I doubt it....he is a momentum player.....

Dan Ross



To: James Young who wrote (6620)12/28/1997 8:43:00 AM
From: Michael H. Dragon  Read Replies (1) | Respond to of 42804
 
James,I don't know who is selling but it appears to me that someone is accumulating big time.Someone mentioned that the earnings expectations are coming down,I beleive that is due to increased number of shares and I also beleive that we will comfortably beat those estimates.I found it conforting when Noam said that for the present quarter Southeast Asian sales would account for about 13%,we know that sales are going well in Europe and US so I think we could see a positive surprise come earnings announcement.I look forward to the conference call, if anyone gets the number and extension please post. TIA, Mike