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To: hueyone who wrote (43254)	6/5/2001 9:01:52 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Huey, It'll be this weekend before I get a chance to look at the Epoch report. More then. The "PE" in PEG stands for price to earnings ratio and the "EG" in PEG stands for earnings growth rate. I'd like to clarify that, for the novices who might not understand. P refers to price, E to historical earnings, and G to estimated, future growth. --Mike Buckley

To: hueyone who wrote (43254)	6/5/2001 9:52:07 PM
From: Seeker of Truth	Read Replies (1) \| Respond to of 54805

You are absolutely right. As far as they are concerned the growth rate is still about 80-90%. It must be they are thinking about the long term growth rate. I, on the other hand note the casual prediction of 25% growth given by someone at SEBL so I am using that figure. No wonder they are saying 64 is fair value which means presumably that they wouldn't sell unless it soon reached twice that. I, using, 25% rather than 90%, have already sold. I suspect that something over 50% is closer to what they'll do for the next few years, but I'd prefer to make less profits and be safer. That's what living through 2000-2001 does to some people.:-)

To: hueyone who wrote (43254)	6/5/2001 10:45:17 PM
From: Pirah Naman	Respond to of 54805

I hope the rest of the report, including the DCF section, is not as misleading. The DCF section was...different. The text portions of the report were for the most part not as well articulated as discussions here by thread members. Almost like sound bites in places. But the report has a lot of data on markets, partners and customers. - Pirah

To: hueyone who wrote (43254)	6/12/2001 11:50:34 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

huey, From a post you wrote more than a week ago in reaction to Epoch's Siebel report and the PEG ratio of 0.7: Never underestimate what lengths a Street research firm will go to to put a positive spin on a company for which it has underwriting business, stock options, rights or warrants. Now that I've read that report and the CRM report written by the same team of three analysts, I think it's important to note that of the more than 60 companies mentioned in the two reports, Epoch's full disclosure indicates that: 1) Epoch doesn't make a market in any of the companies; 2) neither Epoch nor its officers own options, rights or warrants to purchase shares of any of them; 3) neither Epoch nor Ameritrade, a minority shareholder of Epoch, had been an underwriting manager or co-manager of any of them in the last three years; and 4) an investment position in ITWO by at least one of the analysts involved in the preparation of the report is stipulated in the CRM report. The Siebel report published two weeks later indicates that no analyst involved in the preparation had an investment in ITWO. Moreover, none of the analysts involved had investment positions in any of the other companies mentioned in the two reports. If I remember correctly, you had a bunch of questions and I promised to get back to you. I'll try to find your post. --Mike Buckley