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To: JC Reddy who wrote (916)7/2/1998 5:54:00 AM
From: JDN of 3638
 
Dear JC: I also listened to the CC. First let me congratulate you on you extraordinary notes. You sure write fast!!! I just listened and agree with what you have reported here and add that it is rather complete. The only thing I wish to add is this: I was VERY impressed with Steven's apologizes which he repeated various times during the CC and it was the LAST comment made of the CC. It is obvious to me that he is very embarrassed, mentioning first time in 40 consecative qtrs and all that. Anyhow, I came away from listening feeling to myself, if it is at all humanly possible Steven is NEVER going to allow that to happen again!!! I think thats important. He seems motivated! Now, because he is rather ashamed I think he is cautious about 4th qtr and 1999. He NEVER said they wouldnt do well, what he said was, "because of this SURPRISE we are going to err on the side of caution when we make our next forecast--which will be at the July 16th CC.
So all in all, frankly I feel better now than I did last night. I am not suggesting anything investment wise other than this: If it drops significantly (like to 17-which frankly I doubt it will) it will be a SPECULATIVE opportunity. If you wish to be more sure of the investment wait till the 7/16 CC where they will lay out everything. However, if things are not so bad at that CC it is very unlikely you will get an opportunity to buy below 20 or maybe even 24. So we are left with a crap shoot. JDN PS: I am not selling at these prices .
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