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To: Bill Harmond who wrote (101286)	4/16/2000 11:58:00 PM
From: Glenn D. Rudolph	Respond to of 164685

Your point is well taken, and I used that yardstick for years. However, a company emerging into the black with that kind of bottom-line growth would be a different story. Several of the Internet leaders are growing much faster than 100%. Vignette is growing at 60% sequentially, but still reporting losses. Obviously there's more value there than the PEG method allows. William, To expound further on this, who is to say that next year VIGN will not be growing 80% sequentially or possibly may still be 60% sequentially but with a much higher revenue base? Additionally, there are other factors involved. The market position, scalability, and likely future cash flows from the business are not represented in a hard number of any kind. This also factors into the above since my and your growth basis on VIGN was revenue but at some point, we can then throw in earnings too.