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To: software salesperson who wrote (583)1/29/2002 5:56:57 PM
From: software salesperson  Respond to of 584
 
1/29/02 conference call notes

1. partnerships with ibm, sap and plumtree cover most of portal market , which is expected to grow to $ 1.8 B by 2005

2. they have no real competition for the foreseeable future in providing offline access and proactive delivery to the portal market

3. they are forecasting a 1 q eps increase, even though they expect a 10-20% legacy product revenue decline, because of dramatic sales/marketing expense savings inherent in partnerships

sales