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To: marginmike who wrote (21690)1/20/1999 1:33:00 PM
From: Gregg Powers  Respond to of 152472
 
Jason:

As is my normal practice, I want to completely debrief management before opining in detail. Having said this, the quarter came in almost exactly consistent with management's guidance last September and my internal model. Remember...guidance to a flattish December quarter was why the stock got hit last November. It seems a little strange to me that some seem to be "discovering" now what has been public knowledge for several months.

Best regards,

Gregg