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To: Jim Willie CB who wrote (8079)	3/18/2000 10:44:00 AM
From: T L Comiskey	Read Replies (1) \| Respond to of 35685

All....borrowed this post from the E(lon) thread To: Manx who wrote (1511) From: bigg e Saturday, Mar 18, 2000 2:39 AM ET Reply # of 1528 Manx....much ado about nothing new on todays 10K. Old news for most anyone familiar with the company. Now, on the issue of the current Q's earnings, what do you or anyone else here think we're in for? Because the reality is, brace yourself for a flat Q IF Oshman's guidance is on track. He clearly stated this in the last Q's abreviated conference as well as to expect profitability in the 2'nd Half of fiscal '00 and exponential growth in '01. For fiscal '00 I'd expect a modest profit although the i.Lon could contribute to an upside surprise. Will have to wait until they address those numbers once they begin shipping. IMO, the market is affording ELON it's market cap based on the respect for Oshman, his forward looking statements and the broad spectrum of platform adoption we've seen of late. We're walking a fine line here and I trust the Upper ELON's will not allow this market cap to erode extensively, but any hint of negativity could be detrimental. It is comforting to know who is running the show (Oshman, Markkula, Rock, etc) and realizing they've been there (ROLM, AAPL, INTC), done that before.