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To: BMcV who wrote (1256)	1/10/2001 9:03:35 AM
From: BMcV	Respond to of 1929

Last quarter they did $229 million, so their current projection is for flat revenues. Margin guidance though suggests earnings will be roughly the same or possible higher than Q1 (calender q4). Also, full-year revenue growth of 10% (vs previous forecast of 33% growth) with margin improvements would still have the company posting results better than last year's, while analysts have already dropped their estimates. Yahoo has the average estimate for this year (Sept 01) down to $3.83 from $4.19 30 days ago. So, if the company is forecasting growth in earnings while analysts are forecasting decline, this would have to be taken as a positive preannouncement, wouldn't it? Not that I really expect the market to take it that way... biz.yahoo.com