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To: Bill Harmond who wrote (13090)	7/25/2002 10:07:57 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 57684

I can't see how that report differs from anything else from the analysts right now. Remember when the analyst from Bear prognosticated no return to enterprise software spending for 18mos when they downgraded Sebl to a sell? What kind of research was that I wonder... "gut feel"? There isn't a CIO in the world that is going to tell you he isn't going to increase spending for 18mos, they refuse to commit to the next qtr? I think the analysts are being rewarded for being right, and the mkt is a bear so they are going to look for the most dire explanation for whats going on. This then feeds on itself of course. I don't care if analysts downgrade on bad numbers but on good numbers... come on. Amazon is a company getting hurt by analysts here imo because its "more expensive than a retailer". You've got to be kidding lumping amzn in with any retailer. At least amzn is holding his own in this mkt, up for the year. Lizzie

To: Bill Harmond who wrote (13090)	7/26/2002 8:46:22 AM
From: Dave Doriguzzi	Read Replies (1) \| Respond to of 57684

William, I follow this board to see what everyone is thinking. I really appreciate all of the info that is shared here. I live in Pittsburgh and the knock on FMKT is it's basically almost a Prof. Serv. shop. Consequently, you lose the software co. premium as the margins are percieved to be going lower. I am sure you have heard this. Also, I have a pretty good friend (he worked at FMKT) who has quite a bit of his wealth tied up in FMKT stock and he claims they have a very robost and sustainable business model. My question is this - if it IS a 100% Prof Serv company what is the value? I think maybe you take the worst scenario and add from there. Haven't done the work but what are the comparables? EDS, CSC, KCIN, ANSR, MRNT, KEA? Also, of course I wouldn't rule out the company guiding lower and the market forces working against you. But these guys have done nothing but execute for the last 4-6 quarters. Good Luck