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To: Hal Rubel who wrote (5173)7/9/1998 8:06:00 PM
From: jttmab  Read Replies (1) | Respond to of 16960
 
HR,

Re:"Alternately, assuming that the boards are sold at 2/3 cost and 1/3 profit (a raw guess)"

Diammond thought they would break even; shortfall of $20MM Rev.; attributed to M3DII; net loss for the quarter $7.3MM; (Scratch...scratch...scratch) $7.3MM/$20MM=36.5% ....pretty good raw guess...<g>.

Best Regards,
Jim

P.S. I don't understand why Diammond would include sufficient numbers in their report so that their competitors can figure out precisely what their costs and margins are on their highest margin product. Seems like a bad strategy to me..