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To: Marq Spencer who wrote (1177)	1/28/2000 9:28:00 AM
From: Howard Bennett	Read Replies (1) \| Respond to of 1492

400,000 block bought this a.m. Pre-market someone bought 400,000 shares -- in a block @ 38.75

To: Marq Spencer who wrote (1177)	1/28/2000 3:35:00 PM
From: Chuzzlewit	Read Replies (2) \| Respond to of 1492

Marq: the following was stated on the call: * Some delays in big deals... people did not want to close business at the end of the quarter... already closed some of these in January... * Current qtr. (Mar. 2000) will be $450-460MM (not meet previous forecasts)... net will be $0.45-0.46 (instead of $0.53) Can someone explain how to reconcile those statements? Closing a deal does not create revenue. Revenue is recognized only when product is delivered and signed-off by the purchaser. So inking a deal increases deferred revenues but not revenues. TTFN, CTC