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To: Bill Harmond who wrote (6627)	4/25/2001 9:41:31 PM
From: Mark Fowler	Read Replies (1) \| Respond to of 57684

Do you have any idea about when the telecom carriers will come out of this? Bill you think Cien has the most potential of any optical company out there today? I do, but I'm concerned it could be affected by the slow down.

To: Bill Harmond who wrote (6627)	4/26/2001 3:07:54 AM
From: Dale Baker	Respond to of 57684

AREM's advantages are more in its business model: --Target market is medium size enterprises in emerging markets, less subject to the current economic slowdown --They work in a few specific ERP niches like hospitality, medical care, etc. --They can customize packages cheaply with their programming operation in India --AREM does not recognize revenues for a whole deal when it is signed. Sales are booked over the life of a deal as milestones are met, so they have a clear backlog and don't blow their quarter in their last week. AREM management was slightly cautious going forward but I think they just wanted to give themselves another hurdle to clear in their next report.