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To: Thomas DeGagne who wrote (54)	4/10/2001 9:45:55 AM
From: Carl R.	Read Replies (3) \| Respond to of 144

Not good considering that they had just revised down on March 12 to 57-60. After 18 more days in the quarter they came up 12% short. Sustaining strong sales growth seems to be a problem for HUMC. Just a few years ago they were the same size as BOBJ, but now they aren't even half the size. Another warning came from MCTR with ugly numbers. VIGN also preannounced, not too bad. In other news, KANA buys BBSW to get their money. Will someone buy NETP for the same reason? (NETP has about $2-3 in cash per share, and is trading at $1). Carl