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To: peter grossman who wrote (3994)	1/23/1999 12:21:00 PM
From: Richard Forsythe	Read Replies (2) \| Respond to of 10309

Well, assuming Q4 98 was a .22 earnings quarter, this Q of .30 would be a 38% growth -- very close to last Q's YoY rate. The problem this quarter is revenue growth. If they come in at about 38m, they are down to 30% YoY, whereas they have consistently got a 40% YoY growth in revenues until now. Perhaps this is why the problem. For 40%, they'd have to get over 40m. However, the analysts have known this figure for ages -- what's new? I've seen stocks move before on "no news" only to be followed up with a change from "Buy" to "hold" a week or so later. If CSFB lower their rating in the next week or two, we'll know who the culprits are! Richard

To: peter grossman who wrote (3994)	1/23/1999 1:03:00 PM
From: voop	Read Replies (2) \| Respond to of 10309

Pure speculation on my part but perhaps the I20 numbers are not there and is the underlying cause for concern. i have faith in company and will buy more at these levels. also, building new facility, does anyone know how that will effect upcoming quarter's earnings Voop