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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (43428)	6/13/2001 12:36:48 AM
From: Mike Buckley	Read Replies (2) of 54805

The following is my second e-mail to Mark Verbeck of Epoch, the lead analyst and managing partner involved in the Siebel report. --Mike Buckley =================================== Mark, After I sent the other e-mail to you, one of my threadmates made me aware of what we believe is a rather significant error in your Siebel report. On page 19, the report states that you have "conservatively forecasted 30%-35% growth for ... earnings per share (EPS) in 2001" to $.60. The numbers in Table 6 at the bottom of the same page accurately imply actual EPS in 2000 of $.53. That's only a 13% increase. My concern is that most investors won't take the time to question so-called 30% increase. I didn't. And for the investors who do question it, my concern for you and your company is that there is a credibility issue associated with inaccurately labelling a 13% change an increase of at least 30%. I hope this e-mail and my other one is helpful and generates constructive feedback. Thank you for your time. --Mike Buckley

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