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To: Trader J who wrote (3519)	10/20/2005 4:21:45 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 15857

unfortunately I am working today (preparing for a meeting with VCs in about an hour) and I don't have time to do any immediate analysis, but I will listen to the call tonight and publish some notes tomorrow (as will others I am sure and we can compare as to which were the salient points). I think the key takeaway from this is the GAAP numbers, and expense controls, despite the hiring surge which was obviously required due to the increase in top line for what should have been a slow quarter. This has to be a huge surprise for the analysts, and we won't completely see their reaction until tomorrow. The AH pop is usually just retail and they only react to the top line, which was also good, but not as incredible as the GAAP numbers imho. The $1.32 which appears to be wrong came out on DJ newswire out of the gate. Probably just some itchy trigger fingers. Even $1.32 GAAP blew me away though.