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To: MulhollandDrive who wrote (2303)1/27/1999 5:42:00 PM
From: Synapsid  Respond to of 3493
 
The report looks good to me. Revenues are especially strong. I sure hope Compaq is managing its inventory better than last year.

Of note is that R&D expenses are a little lower than previous quarters, while SGA is considerably higher. In recent SEC documents, increase in SGA was attributed to systems and consulting costs related to management systems. Hopefully, it is now due to increase in design win activity.

The forward looking statements are short and sweet. Market share increase, profitability in 1999 sounds good.

Anyone have any more info? Is there a conference call/playback?