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To: 16yearcycle who wrote (6149)	4/5/2001 4:56:28 PM
From: Mark Fowler	Respond to of 57684

That's a tough one but i'll say Vrsn.

To: 16yearcycle who wrote (6149)	4/5/2001 5:23:02 PM
From: 16yearcycle	Respond to of 57684

Let's also consider who will have the most predictable growth rate from here. Again, I would lean pretty hard to chkp. If chkp compounds e at 50% for 4 years, and gets a mild pe expansion, it goes to 475. I don't think we have to worry about pe's being contracted from this level, if we look out 3-5 years. And there is no sense buying any potential garbage growth.

To: 16yearcycle who wrote (6149)	4/5/2001 7:52:58 PM
From: Bill Harmond	Respond to of 57684

I vote for Sonus...or Avici.