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To: Wizard who wrote (84)6/15/2000 9:26:00 PM
From: NotNeiderhoffer  Respond to of 499
 
Wiz,

I rolled in late to the AETH session (although before it started) and had to stand in the back because it was SRO. I could not read the Powerpoint presentation from back there and did not get much out of it. I rolled into the breakout and again was forced to stand in the back of a crowded room. They talked a little bit about the acquisition they just made and gave revenue guidance for this year and next along with guesstimating when they would turn EBITDA positive. One of the buysiders asked a number of questions regarding the RIMM/Blackberry deal they have entered into and was trying to make sense of it because it seems a little different from their core business model.

There were a bunch of wise guys standing around me that I assumed were short cuz they kept giggling about the valuation. Sorry but I just did not really walk away with much from the hour I spent on it.

NotverypluggedintoAETHatthispointNeiderhoffer