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To: NotNeiderhoffer who wrote (32)	5/24/2000 10:56:00 AM
From: Wizard	Respond to of 499

>> which company do you think has an absurdly low consensus EPS number for '01? I have lots of picks there as most of the companies I am in are guiding anywhere from 10-25% sequential growth but growing at a multiple of that. The power of compounding takes over from there. ATON might be my pick. ATON raised guidance from 20% to 25% sequential growth last quarter and that is still sandbagging. Using realistic assumptions in the near-term and street assumptions starting in the Dec Qtr out, 2001 CY EPS go from $.91 (source: Robertson), don't know consensus as they are a June fiscal) to $1.40 (source: Wizard for next 2 quarters and Robertson sequential growth & operating margins thereafter).

To: NotNeiderhoffer who wrote (32)	5/24/2000 11:06:00 AM
From: Wizard	Respond to of 499

by the way, Ariba and i2 are butt-kicking companies already. i2 has been screaming about inefficiencies in the supply chain while Jeff Bezos was still crunching numbers at DE Shaw and long before Jack Welch 'got it.' I see an emerging i2 type of company in Agile Software (AGIL) now, a company I have started buyind aggressively since the lock-up came off. This company is enabling collaboration in key supply chains and has Lucent and Dell pushing hard to install MyAgile throughout their supplier bases. AGIL reports after close today and we should start to see the benefits of hiding revenue for many quarters (at some point, the dam bursts). If current NASDAQ trends continue, it won't matter of course but someday, fundamentals will drive stocks again.

To: NotNeiderhoffer who wrote (32)	5/25/2000 8:01:00 AM
From: Trader Dave	Read Replies (1) \| Respond to of 499

NN, As you know, Bulldozer is making me get much more circumspect about what I post on the public portion of these threads. Some people think our portfolio is composed of what we post on and that's no longer true, we don't post on any new names. Here's the big issue, one of the big prime brokerage shops I know well went out with around $100 million in margin calls yesterday alone. I'm wondering how widespread excess leverage is in the hedge fund environment and how many speculative funds will shut down after this quarter? I think you're associated with another major prime brokerage player, let me know if you can nose around about the rate of failure. Same question for you Wiz, I don't know what prime brokerage you guys have tight relationships with, but I think I might know. hopingtheweakhandsaregettingcrushedTD