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To: lkj who wrote (9244)	3/1/2001 4:56:26 PM
From: Brian Lempel	Respond to of 10309

Hi Khan, I think the $.06 number for next quarter is not surprising given a natural slacking off of revenue while maintaining levels of spending. Last quarter's bail out by "interest and other income" will probably not save us in Q1 02, and hence the easing of estimates. I also think it's brilliant to lower the guidance, regardless of what they internally believe. They know that in this environment, reaffirming estimates would be met with mistrusted anyway. So they make a token gesture, knowing that lowering estimates will not hurt short term stock performance. Yet it makes their job in meeting the numbers quite a bit easier. -Brian

To: lkj who wrote (9244)	3/3/2001 2:58:39 PM
From: Peter Church	Read Replies (2) \| Respond to of 10309

``Royalties revenue was strong this quarter at $36.0 million, up 39% in a single quarter.." Did you hear any more detail or breakout of the royalties. I didn't, but maybe I missed it. Breakdown of the figure would be important for validating the Lily Ponds individually. Maybe someone with X ray vision (Allen where are you?) can see through to the numbers more clearly. Anyway, we can raise the royalties for FY2001 from a projected $20.0 to $36.0 million. Glad to beat expectations by 80%. But I'd have more confidence if it was more accurate.