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To: Father E. who wrote (31409)	1/21/1998 12:14:00 PM
From: Sector Investor	Respond to of 61433

<<So what you are saying is that everything will be sequential and that there is no seasonality. That's strange most other companies do have some seasonal issues. You are also saying is they will try the same game they did last time. Which means sooner or later there will be another train crash.>> No. I'm saying they are building a large enough backlog to handle any seasonality without a problem - because the expectations have been lowered so much that they can easily do this. Of course there will be seasonality. And NO again. The game is totally different now. <<I find it hard to believe that every person that asked a question on the conference last night knew or assumes that there will be sequential growth from now on. >> OK. I back off on that one - but many of them did know that, IMO.