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To: Joseph Pareti who wrote (114272)	10/18/2000 10:15:57 AM
From: Mary Cluney	Read Replies (2) \| Respond to of 186894

Joseph,<<<Andy Briant talked about "solid quarters, not blow out" ....Andy Briant and co. know what they are talking about.>>> It was Andy Bryant that unnecessarily raised expectations at the end of Q2, talking about a blowout 3Q, that precipitated this sell off. Andy does not know what he is doing when it comes to managing expectations. He is like the kid in school who knows all the numbers and tries to show all the other kids (the analysts) how much smarter he is. Of course, all the other kids will all get together and gang up against him. No way he can win in that environment. Andy has to lower expectation when providing guidance at the beginning of the quarter and then quickly congratulate himself for beating the numbers by a wide margin on earnings announcement. He then has to very quickly repeat the process. Instead, Andy is out there arguing with anlaysts, telling them how wrong they are, and what a great next quarter he is going to deliver. Of course he'll come in a few cents light from his lofty predictions and the analysts will only too gladly bash him. It's time for Andy to reassess his approach to Wall Street and Wall Street analsyts. Mary