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Post# of 704041
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mlsoft

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mlsoft

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Re: Zeev Hed post# 23041

Friday, 09/06/2002 9:54:29 AM

Friday, September 06, 2002 9:54:29 AM

Post# of 704041
Zeev...

I agree - CDWC can be dangerous. They raised guidance for the quarter based on the strong MSFT licensing related sales in July which I mentioned in an earlier post to you as already being behind them. I still think their earnings will be headed downhill from here, and the excitement is all about something that was one-time and now history.

mlsoft

*** in edit, they are still goosing the dollar.
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