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To: Mark Ambrose who wrote (982)	1/22/2000 1:44:00 PM
From: NotNeiderhoffer	Read Replies (1) \| Respond to of 1331

MA, Although winning a large Saudi order would certainly gives us a reason to Rock the Casbah, they don't specify in that article what type of wireless order it is do they? Might not even be for this type of equipment. I am more interested in figuring out in which two european accounts we are displacing LU, and if we can displace Unisys anwhere. This is big news and we should know officially in a couple of weeks if not sooner. With the quarter in the bag and everything looking good we can start to speculate as to when we get another split (I am old school on this topic but some of you short termers might get a trade out of it). With the fundamental story as good as its ever been I think we are back to fretting a bit over valuation (which does not bother me that much given so really crazy stuff I see) and then sweat the risk of a Nasdaq meltdown which could take us down a bit from here fersure. I see PHCM just turned in a $12 million or so revenue quarter and what is their market cap-80% of ours? And what is this POS GWRX? Maybe worth a look or not? I am looking at another week of conference call hell and really wish somebody would feed me some dirt on the InfoPeeler. Puh-leeze! With LUzers of all stripes reeling from the events of the past few weeks, and all LUzer employees focused not so much on making the March quarter but getting their options repriced, it is time for revisit the: Verwaayan Meter which will become a now and again feature of this board. Brought to you by our sponsor National Instruments, the leader in virtual instrumentation ni.com the following performance numbers are more or less AIMR compliant -------------------------------- 1999 total return CMVT +206% LUzer +38 -------------------------------- 2000 YTD CMVT +4% LUzer -29% NotsureifVerwaayanisfeelinganyheatNeiderhoffer