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To: Bill Harmond who wrote (25081)	8/4/2005 9:48:31 AM
From: Elroy	Read Replies (1) \| Respond to of 57684

Valueclick and Fastclick report June Q after the close today.

To: Bill Harmond who wrote (25081)	8/4/2005 12:55:39 PM
From: Lizzie Tudor	Respond to of 57684

Tonight are the UNA numbers. I am going to listen carefully. Last night I did a bunch of research on I2. I think the rfid demand is actually propelling demand for i2 in a backass kind of way. I2's ASPs are up, and last quarter they brought in almost 100mm. That is way high, companies that bring in ony 50% more revenue can trade in the billions- checkpoint for example. I2 could go to 100 again- wouldn't that be a hoot. anyway the i2 asp rise might be related to infrastructure improvements for rfid. I2 stated they were seeing strength in retail.