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To: Israel who wrote (203760)	11/10/2002 12:04:00 PM
From: cfimx	Read Replies (1) \| Respond to of 436258

I believe all that...but I think i'll stick to being long usai AND continue to be amazed at how wrong the shorts are on expe.

To: Israel who wrote (203760)	11/10/2002 12:11:17 PM
From: mishedlo	Read Replies (2) \| Respond to of 436258

Pray tell what is EXPEs PE anyway? Just how priced for perfection is this? How long can this earnings growth keep up? Is it even "earnings" on a gap basis or just revenues? Rather reminds me of GNSS going to the moon then digging a cave. M

To: Israel who wrote (203760)	11/10/2002 3:32:23 PM
From: GraceZ	Read Replies (2) \| Respond to of 436258

believe everything you read, and every profit projection management dishes out. I do my own profit projections and I assume anyone seriously shorting or long a stock like EXPE based on the facts would do the same. It's not one I've built a spread sheet on yet. Since you seem to hold a position, I was wondering if you could give me an earnings projection for 2003 based on the growth trajectory set up in the last 8 quarters, of course, factoring in the percentage that rev/earnings growth is slowing or accelerating over that period. In other words how much do you expect growth to slow (or accelerate) over the next four quarters and what are you basing it on? Any expense items growing at a faster or slower rate then top line revenues? Are you expecting it to just back off to a dull 30% grower or go negative? Are the growth percentages consistent over 8 quarters or are they uneven? In the expense lines are expenses expressed as percentages of the gross expanding or contracting? Looks like they were cash flow positive from operations this last quarter.