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Technology Stocks : SYQUEST -- Ignore unavailable to you. Want to Upgrade?

To: Joon Song who wrote (5627)	2/21/1998 4:41:00 PM
From: Michael Coley	Read Replies (2) \| Respond to of 7685

RE: March Quarter Sales Projections. Joon, Excellent response. I was going to respond with most of the same points last night, but didn't get time. The only other point that I was going to make was that this projection assumed the best possible scenario. It's very dangerous to post best case scenarios for a couple reasons: 1) The best case seldom if ever happens and 2) Once it's posted people begin to expect it, and anything less will be considered a disappointment. I think that a pretty good chunk of the SparQ COGS was probably some one-time or fixed-cost elements that will be missing next quarter or will not need to increase as production increase, but I agree that it's far less than the $10-$15 million mentioned. Maybe more like $3-$5 million. We could be wrong, though. Q2 should give us a much better view of SparQ's cost and margins. - Michael Coley - wwol.com