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To: Vanni Resta who wrote (45169)1/13/1998 4:44:00 PM
From: Diamond Jim  Respond to of 186894
 
RE: Let's see. Just about everything shipped flat or down, except Euorpe. While sales are down, they made margins go up by cutting marketing expenses. Is this REALLY good news?

Its better than <.98, of course Asia is real, of course ASP's are down but for today I'll take the number. It shows management made the number happen and they didn't just set idle. For now I'll take it and wait for Merced to transform the market. For a company in transition, this is good.

jim