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To: Tapcon who wrote (8973)	8/10/1999 7:20:00 PM
From: Big Al	Respond to of 20297

That would compare with 57mm for the Sep Q last year. I have no idea why they give these numbers out each Q. Putting a benchmark on themselves all the time. I will be waiting for the day that they beat their benchmarks handily, otherwise 20% revenue growth can be attained with many other tech stocks that are much safer and with earnings!

To: Tapcon who wrote (8973)	8/10/1999 7:22:00 PM
From: zuma_rk	Read Replies (3) \| Respond to of 20297

Just a quick comment from me (now that I'm home) -- Much, much better release content-wise than last year's (which was muddied by the CFO shuffle and other management changes). They've finally got the hang of getting the all-important statistics in their releases. Most journalists have no clue as to the sheer volume of transactions CF cranks out each month. Pretty damn impressive figures, if you ask me... The ML thing is very interesting, and perhaps explains why they were selected to (mis?)-manage the secondary offering. Way ahead on Genesis -- very impressive. I just get the feeling that if you had no clue whatsoever as to where the stock was trading, you'd read that release and come away thinking that this company really has it's shit together and is smartly poised to commandeer this industry... Just my opinion -- rk

To: Tapcon who wrote (8973)	8/10/1999 7:52:00 PM
From: Benny Baga	Read Replies (1) \| Respond to of 20297

>>>Benny, what is your view.. Just part of their 50 million dollar Internet initative they announced 2 months ago. Lower revenue due to seasonal software sales. Benny

To: Tapcon who wrote (8973)	8/10/1999 9:05:00 PM
From: David H. Zimmer	Read Replies (1) \| Respond to of 20297

<<Sinisgalli said consolidated revenues for the first quarter of fiscal 2000 should be in the range of $65 to $70 million, with a loss per share of around 8 to 10 cents.>> That is the guidance necessary to determine pricing of the portal roll-out and associated costs. Not much more is needed given most models utilize variable rates of growth with revenues remaining constant. They expect to sign up many people next quarter if they look to lose this much without significant gains in revenue. You have now been given what you need to forecast the future and that the new portals will begin next quarter. I wonder if those who bash this stock can figure this out.