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To: Lizzie Tudor who wrote (21628)	8/3/2004 4:36:33 PM
From: Oeconomicus	Read Replies (1) \| Respond to of 57684

But this is a subscription model so you are going to get an accelerated reaction to market events. Maybe I'm misinterpreting your comment, but I'd think they would be more stable than non-subscription competitors. After all, 90% of their revenue last FY was subscription and support fees - both fairly predictable. Which, of course, raises the question of how they could be guiding revenues 6-9% below the analysts' estimates. Bad analysts with too little information?