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To: Henry D who wrote (895)10/14/1998 3:24:00 PM
From: Math Junkie  Read Replies (1) | Respond to of 1184
 
<<does anybody knows if this excess inventory write-off was already factored into the analyst expectations for this quarter???>>

It's hard to see how it could have been anticipated in the consensus number, because that would mean that all or a majority of the analysts would have had to know about it, and there was no mention of it in previous press releases. (I checked all the way back to the Q2 report.)

In any case, what's more important, in my view, is that bookings only fell 2% from Q2 to Q3.