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To: GVTucker who wrote (64759)	9/19/2003 1:13:43 PM
From: Lizzie Tudor	Respond to of 77400

I really think that if you could just sit in an investment banking session with a company like Google you would change your opinion on this issue. Because the valuation of the company depends much less on the income statement than you could ever imagine. You bring up an interesting point that I also think is relevant. I think you overestimate the role of financial folks and bankers in this picture. Sure maybe the financial people think Google looks better than pets.com. But what about the founders, are they satisified with this treatment? Is it clear to the individual investor that a company like Google who could well have expenses on their books that are in excess of company valuation is a star? You are saying the same thing people on this thread have said before, that billions of expenses on the books for superstar IPO "A", vs a far less imposing number of expenses for doggy IPO "B", doesn't matter. I just don't think that is true. Anyway I think I have my answer, those guys who wrote the articles on options expensing have no solutions. Ok, well lets see how this pans out.