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To: KaiserSosze who wrote (5980)	2/5/2001 10:55:08 PM
From: Tom Hua	Respond to of 19633

Kaiser, WS consensus is revised down to (0.21) today from (0.15) on Friday. My estimate is for a loss of (0.33), and that may be optimistic, we'll see tomorrow. It became apparent to me that their quarters are back loaded, therefore they did not react fast enough to reduce spending last quarter. My estimates for Sales & Marketing and R&D expenses may be a little light. Going forward CFLO will struggle mainly because caching in and by itself can no longer satisfy customers needs. Customers want an integration of caching and content delivery. Thanks to its recent acquisition of Entera (transaction completed on Dec 15), CFLO is not entirely left out in the more complex product requirements. I know nothing about Entera, my thinking is that if Entera had a robust solution, it would have gone public in the golden days. At the minimum it would have asked for a higher price tag from CFLO (Entera acquired for 3.4 million CFLO shares). We'll learn more about Entera in the days to come. I think CFLO is too slow with its transition and will play a losing catch up game with the competition far ahead of them. Regards, Tom Post 6000.