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To: ahhaha who wrote (638)	11/22/2000 4:38:12 AM
From: hasbeen101	Read Replies (1) \| Respond to of 811

I have had to modify them because the company chose a different strategy than that which they had announced in January. All analysts have had to make this adjustment. You can adjust what I said previously accordingly. Could you please elaborate on a) how you have modified your forecasts, and b) what the shift in strategy has been as you perceive it? (re strategy, it seems to me this company has a new strategy every 6 months and to me that means no strategy)

To: ahhaha who wrote (638)	11/26/2000 2:32:14 PM
From: E. Davies	Respond to of 811

The stock is now trading at its intrinsic value with no expectations for the future. I certainly agree on the "no expectations" part, but it would be quite interesting to hear you explain your contention that it is at "intrinsic value", especially given statements such as the following: Who says that one model is all there is to say about valuation? How do you know the input parameters upon which the model depends are accurate? You don't. No one does Eric