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To: gnuman who wrote (51596)	3/30/1998 11:18:00 AM
From: Mary Cluney	Read Replies (1) \| Respond to of 186894

Gene,>>> I assumed you were expecting new products to generate this increase of ~$1.75 earnings over consensus. If not new products, where is your projection of $5.00 earnings coming from?<<< I'm getting rid of 1H98 where all the inventory inbalance caused by CPQ stuffing channels 4Q97 is skewing estimates. My rationale is that 2H98 and 1H99 are the sweet spot for full transition to PII. I may be fudging a little as to which 4Qtrs I'm referring to. I think it should be the first 4 full quarters where Barrett is CEO. IMO consensus estimates have been guided lower so that they could more easily be beaten. Mary