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To: Roads End who wrote (19807)3/5/1998 10:04:00 PM
From: robbie  Respond to of 97611
 
<<"March is backend loaded">>
Riechers, what exactly do you think this statement means? Seems like everyone is trying to put a negative spin on it.

TIA, Robbie



To: Roads End who wrote (19807)3/5/1998 10:07:00 PM
From: Loki  Read Replies (1) | Respond to of 97611
 
Riechers... I was wondering about Mason
having a "feeling" for Feb and Mar. vs
the statement "feel comfortable"

Not whether he had the actual numbers.

Your last 3 sentences.....

March backend loaded. (tip off)

He said it in a way not showing hope. (neutral - negative)

But he actually believes the numbers are there to
support 1Q estimates. (in reality positive)

Did I understand that correctly?

Loki



To: Roads End who wrote (19807)3/5/1998 10:19:00 PM
From: Jimbo Cobb  Read Replies (3) | Respond to of 97611
 
>> March is backend loaded

Are you sure he didn't say that investors in CPQ were on the verge of getting "back-end loaded" ????