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To: Ramsey Su who wrote (12741)7/22/1998 9:35:00 AM
From: Jon Koplik  Read Replies (1) | Respond to of 152472
 
Ramsey - I guess I do agree with you regarding not getting all worked up over "where's the stock at right now? Huh? Huh?" But, occasionally, a little "wow! check this out," is nice, I think.

Jon.



To: Ramsey Su who wrote (12741)7/22/1998 9:42:00 AM
From: DaveMG  Read Replies (1) | Respond to of 152472
 
Ramsey,

I listened also an am wondering if it's really necessary to be so evasive for "competitive reasons", ie "Can you tell us simply whether ASIC sales are up or down over last quarter"? "We don't divulge those numbers...."
Makes it very difficult to understand what's going on, which I guess is the point. Fortunately however, the easiest number to understand is revenues, which look great!

dave


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