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To: Bill Harmond who wrote (17893)	8/21/2003 10:14:08 AM
From: Oeconomicus	Read Replies (2) \| Respond to of 57684

Good WSJ article on BEA: online.wsj.com BTW, if BEA were shopping, what would they buy?

To: Bill Harmond who wrote (17893)	8/21/2003 11:06:43 AM
From: Dave Doriguzzi	Read Replies (2) \| Respond to of 57684

William, I have been watching SFLK for some time. Up until I just looked they seemed to be (wildly) overly expensive on just about every metric. But now there are some 04 ests. out there that actually make the stock seem "fairly valued" based on its potential. The new ests. look like HUGE increases year-year (they just did $167,000 in sales for last quarter, right? and the ests. go to $31 million for 04 Wow!). New very large contracts (I thought I saw something about Dell a few months back)? How do you feel about the accuracy of those ests.? Thanks, Dave