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To: Thean who wrote (11583)	1/22/2000 4:44:00 PM
From: SJS	Respond to of 14427

Let's all make some on this, then. Here's another one I am watching, which should be no stranger to this thread. Here's the CSFB analysis, which is, in a thought: "Let's ROCK and ROLL". _______ Phone.com (PHCM-$125 1/8-Cap $8.1B-Strong Buy) Phone.com Blows Us Away...Again FY99A: ($1.37); FY00E: TBA · Last night after the close, Phone.com reported revenue of $12.8 million, or 50% top line growth. Our estimate was $9.2 million. Management cited strong sales and service rollouts, primarily in Japan and the U.S. The company also beat us on the bottom line, with reported EPS of ($0.31), or ($0.07), excluding amortization. · The company continues to expand its footprint, ending the quarter with 52 carriers under commercial agreement. This is up from 44 last quarter. 15 of those carriers have launched their service, and subscribers grew to 700,000 from 280,000 last quarter. · It's all systems go. With strong revenue, gross margins in line with guidance, operating expenses held in check, rollouts expected in the quarter and new customers on the horizon, we are very encouraged FQ2:00 results and bullish guidance. We reiterate our Strong Buy.