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To: JRI who wrote (115757)4/9/1999 7:29:00 PM
From: BGR  Respond to of 176387
 
John,

OK, so it seems that he is predicting a 3-4% ASP drop. Not bad, really. Or, perhaps, he is predicting a slightly higher ASP drop and incremental revenue from other sources?

Thanks for the pointer to vcall. I will listen to the interview this weekend.

-BGR.