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To: Esa who wrote (3359)	6/21/1998 4:21:00 AM
From: limtex	Respond to of 60323

Esa - I think the future is digital storage. 1. I was. like most of us delighted with the Phillips announcement last week. But do you remeber ALL the amny annoucements that we have had over six months and all the times that Eli has been happy that new design ins are being added all the time. In the case of Phillips, which as I say is only the latest, it says the product will be in the stores in a few weeks. Yet with all this Eli announces that the company has a low backlog ie no orders and that "visiblity into the next Q remoans limited" What does that mean if not that he can't see business getting any better. Of course this is a tech stock but it is in business and that must mean increasing revenues and earnings othewise what on earth is the point? Even those compnies that have a disaster form time to time and I'm sure we've all seem many of them, at least they say things like well we've hada problem but we'll be over it in XXX months and in the meantime we're going to do a,b and c to improve things and get the company back on track. But this announcement takes away all hope. Why???

To: Esa who wrote (3359)	6/21/1998 7:38:00 AM
From: limtex	Respond to of 60323

Esa - I think the future is digital storage. 1. I was. like most of us delighted with the Phillips announcement last week. But do you remember ALL the many annoucements of new alliances and other commercial goodies that we have had over six months and all the times that Eli has been happy that new design ins are being added. In the case of Phillips, which as I say is only the latest, it says the product will be in the stores in a few weeks. Yet with all this Eli announces that the company has a low backlog ie no orders and that "visiblity into the next Q remains limited" What does that mean if not that he can't see business getting any better. Of course this is a tech stock but it is in business and that must mean increasing revenues and earnings othewise what on earth is the point? Even those compnies that have a disaster form time to time and I'm sure we've all seem many of them, at least they say things like well we've had a problem but we'll be over it in XXX months and in the meantime we're going to do a,b and c to improve things and get the company back on track. But this announcement takes away all hope....... Why??? L