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To: Lizzie Tudor who wrote (15873)	1/22/2003 10:52:29 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 57684

LT, I think one of the things that often gets mixed up in the noise is that beating "expectations" is considered more important than the actual topline or bottomline growth (or lack thereof). SEBL's revs fell 19% yoy. Ok, so it beat expectations, but were those your expectations? CHKP gives outlook for 2H03 that is in double digits. Doesn't that sound familiar to you? growth always seems to be in the next half. PSFT's revs down 5.1% yoy, BVSN's revs down 41% yoy. the topline is still shrinking. I don't care if they are beating some bozo analyst's expectations, it still isn't bullish to have shrinking revs.

To: Lizzie Tudor who wrote (15873)	1/23/2003 10:05:31 AM
From: stockman_scott	Read Replies (1) \| Respond to of 57684

BMC Software Earnings biz.yahoo.com <<...BMC Software Inc. beat Wall Street's consensus earnings estimate of 9 cents a share and previous internal projections of 7 cents to 10 cents a share in the third quarter. Revenue growth of 9% helped bolster results, with total license revenue increasing 11% to $168.5 million in the quarter. Maintenance revenue grew 9% to $159.1 million in the period with professional services revenue down 2% to $22 million...>>