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To: Ramsey Su who wrote (7639)4/17/2000 4:56:00 PM
From: Allen Benn  Read Replies (2) | Respond to of 10309
 
Thanks to all of you for the warm welcome back. I did read enjoyably just about everything that was posted, and was often amazed at your insight.

Ramsey, today's point jump was coincidental with my return (but of course you knew that), and was almost certainly a direct consequence of the road show. It suggests that the message to the investor community is being sharpened.

I was unable to hear the 8-K CC, but apparently it was much better than the Q1 CC, giving further evidence that the road show probably was on the mark. At the CC, deals were discussed and the growth rate was advanced to 35% from Q1 CC 30%. Recall that 25% was the comfort level for growth presented at the Q2 FY00 CC.

In case anyone is noticing, the revenue growth rate is accelerating. And for lots of reasons the acceleration should continue.

Allen