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Technology Stocks : CPCI - great earning , BARRON's suggest -- Ignore unavailable to you. Want to Upgrade?

To: Aaron Cooperband who wrote (474)	1/27/1998 10:58:00 PM
From: csm	Read Replies (1) \| Respond to of 586

Aaron, The recording only becomes available at 11:30 Eastern, so you may still be able to reach her tomorrow. I asked a few quarters ago whether I could post the phone and reservation numbers on this thread but they asked me not to, so I'd like to honour that. Try her in the morning, if you can. Stuart.

To: Aaron Cooperband who wrote (474)	1/28/1998 1:20:00 PM
From: csm	Read Replies (1) \| Respond to of 586

You can probably tell that the conference call was well-received. Perhaps the highlight is that SGI should be making an announcement in the next "10 days or so" that should be seen as positive for CPCI. Meanwhile, although this wasn't explicitly stated, it would appear that the order backlog at the beginning of Q2 was about $3M, $2M of which could have been delivered in Q1 had they had all the components on hand. That would have put last Q at around $10M sales, back to where it should be. That backlog is shipping early in this Q. I'll post more, later. Stuart.