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To: Ramsey Su who wrote (8849)11/30/2000 3:39:52 PM
From: cfoe  Respond to of 10309
 
Ramsey - Thanks for the reminder.

I checked my notes and it is 30% y-o-y for the combined companies. what threw me is the base numbers I was using were not restated for the combined companies.

My notes do not specifically mention net profit % goal, but I also remember some mention of 20% as goal.

Again, when St. Dennis was asked if the 30% was not a little conservative, he used the question to emphasize his commitment to make promises they can be reasonably certain they can keep. His answer tells me their is definitely an upside to the revenue growth.

Also, if they can double the margins with this kind of revenue growth, the stock price can go higher from here.