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ardent jd

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ardent jd

Re: punkle post# 160889

Tuesday, 10/14/2003 5:43:15 PM

Tuesday, October 14, 2003 5:43:15 PM

Post# of 704019
yes, and Q4 bookings guidance was just in line. Given the backdrop (seasonality, cyclical recovery, in line Q3 base) and heightened expectations, this has to be considered a disappointing quarter. But the AH reaction is telling and has bullish implications for the market, IMO. We'll see what the sell side reaction to the NVLS quarter is tomorrow.
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