MDA - Market Direction Analysis

[wahz]

Yeah, until I hear back from neng, I just don't know..or until they say more. Emc did do what I feared, but not as severely. You have it all right. I need to get details on the contract. The lack of response makes me think the won't give it. That's ridiculous. About all we know is that on 43% of their revenues, maybe 75% of that 43% is effected, and perhaps by 25%. Bottom line is a wag that overall revs are effected to down 10%, but they can now grow just as they would have before.