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To: Scrapps who wrote (1240)	10/19/2000 5:52:34 PM
From: Bobo	Read Replies (2) \| Respond to of 2404

Hmmm.... wonder if Tzannes did the right thing by providing guidance for next year. Given that we are moving to a P/E ratio world rather than a P/S ratio world, what's $0.53 in 2001 worth. Even 60X gives us $32. Tzannes has taken off the veil and now it becomes SO much tougher to dream of mammoth upside in future years. How much better can growth get from 2000 to 2001. What will growth be from 2001 to 2002, maybe 30% to 40%. What's that worth? I do commend the AWRE mgt team for providing this guidance. It shows that they are pretty up-and-up guys in following the new FD regs. Congrats there. But now they have to make it even if ADI does fall off dramatically in the next few Q's. Kinda funny to hear Charlie try to reach for some dreamy upside to this guidance.