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To: David Lawrence who wrote (5182)	10/9/2003 10:05:13 AM
From: Box-By-The-Riviera™	Read Replies (1) \| Respond to of 5232

no way. climate has changed and tolerance for the sanjay antics has passed its prime.... and you can talk about cash generation all you want, but shareholder equity and roi have not improved period... nor has the climate in software improved so greatly that one has a hope in hell of promoting some future stream valuation... game over.

To: David Lawrence who wrote (5182)	10/9/2003 11:21:08 PM
From: Mark Marcellus	Read Replies (1) \| Respond to of 5232

The revenues in question were real, just booked a quarter early If they lied about that, how do you know that they didn't lie about other stuff? I'm also having a bit of trouble believing Sanjay wasn't fully aware of what was going on. I dealt with this company and their products years ago, and the low opinion I formed at that time has only been reinforced since. Also, I didn't understand then how they could really be making money, and I still don't. IMO there are a lot of easier (and better) software companies to invest in than this one. If you've got this one figured out, more power to you. But even if you're willing to accept dodgier financials, it just seems to me that companies like SYMC, NET, or INTU would be better choices.