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To: Q. who wrote (1307)1/19/1998 8:46:00 AM
From: Dave Chanoux  Respond to of 3813
 
I plan to listen to the replay. I will take notes and post
them on my website (easier to post and edit) and put a link here.

The notes from the Q3 conference call are there too.

Give me a few days.

As usual, he who writes the notes controls what they say. Always
open to corrections, additions and deletions from others.

Regards,

Dave Chanoux



To: Q. who wrote (1307)1/19/1998 9:08:00 AM
From: David Lawrence  Read Replies (3) | Respond to of 3813
 
>>eps is 0.64 fully diluted, or 0.66 basic, vs. Zacks mean 0.62

I show Zack's mean estimate at $0.63.

I'm concerned about reaction to the following:

Richard Hill, president and chief executive officer said: "We were very pleased with the record bookings, backlog and revenue achieved by the company for 1997, and with the 5 percent and 12 percent sequential increases in net sales and net income over the prior quarter. We were able to achieve this growth despite the delay of shipments experienced by the company during the last two weeks of the fourth quarter.

"The delays were related to the inability of Korean customers to open letters of credit required for the import of shipments into Korea."