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To: robert scheb who wrote (28867)8/13/1998 4:26:00 PM
From: patrick tang  Read Replies (3) | Respond to of 33344
 
That is one pessimistic Pre-announce! But with M2 stuck at probably $50 average ASP and other stuff not selling because they starved R&D, I wonder how much it is their own doings and how much a symtom of the industry overall. If the PCOAC stuff doesn't showing very good signs of life a year from now, this company is headed out to pastures. This reminds me of Lehman/Gumport analysis just a little while back.

patrick