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To: Ian@SI who wrote (501)	7/21/1999 11:33:00 PM
From: jsabelko	Respond to of 1138

Ian, do you have the conf call numbers? joby

To: Ian@SI who wrote (501)	7/22/1999 12:25:00 AM
From: Ian@SI	Read Replies (1) \| Respond to of 1138

Looks like the 2¢ beat the estimate by at least 2¢. I don't see any sign of extraordinary income items; and we won't hear about extraordinary expenses included in the number until after the call tomorrow. Ian. First Call Consensus Estimates (07/14/99) Period Mean EPS # of Brokers Year Ago EPS Current Quarter (Jun/99) 0.00 4 -0.30 Current Fiscal Year (Sept/99) 0.02 4 -1.84

To: Ian@SI who wrote (501)	7/22/1999 6:41:00 PM
From: BMcV	Read Replies (1) \| Respond to of 1138

Must be awfully good results to get a WOW out of you, Ian. (g) Compared to PRIA and ASYT, they do look very good--year over year revenue growth, second consecutive quarter in the black. Also quite impressed with the aggressive use they are making of the cash from their '97 stock sale, buying four companies this year. My only complaint is that the company releases too little information on its acquisitions. We have no idea what the purchase prices have been, whether they are using cash or stock, etc.