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To: Mark Myword who wrote (3998)	5/5/1998 6:33:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

FIRST CALL EARNINGS ESTIMATES BKS Barnes & Noble Inc. 05/04/98 Industry: Other Spec Rtl SIC: 5940 Latest Price: $34.88 1999 P/E: 30.9 Analyst Recommendation: 1.9 QTR QTR FY FY Apr 98 Jul 98 Jan 99 Jan 0 --- --- -- -- CURRENT MEAN EPS -0.05 -0.01 1.13 1.44 Number of Brokers 11 10 13 11 Median -0.05 -0.01 1.13 1.43 Standard Deviation 0.00 0.00 0.01 0.07 Current High -0.04 0.00 1.15 1.57 Current Low -0.05 -0.02 1.10 1.35 Year Ago EPS -0.06A -0.02A 0.93A 1.13 Current vs. Year Ago Change 17% 50% 22% 27% Report Date May 21 wk/Aug 21 wk/Mar 12 - EARNINGS ESTIMATE REVISION MOMENTUM Up Revisions last 7 days 0 0 0 0 Up Revisions last 30 days 0 0 0 0 Down Revisions last 7 days 1 0 0 0 Down Revisions last 30 days 4 3 0 1 EARNINGS ESTIMATES CONSENSUS TRENDS Current Mean -0.05 -0.01 1.13 1.44 7-days ago Mean -0.05 -0.01 1.13 1.44 30-days ago Mean -0.04 -0.01 1.13 1.44 60-days ago Mean -0.05 -0.01 1.12 1.49 90-days ago Mean -0.05 0.00 1.11 1.52 COMPARATIVE ESTIMATES AND TRENDS Industry - Other Spec 8.50 10.51 47.16 53.62 Current vs. Year Ago Change 12% 16% 18% 14% Sector - CONSUMER: CYC 10.74 13.57 53.70 62.31 Current vs. Year Ago Change 20% 28% 23% 16% WSJ/DJ US Index 10.31 11.35 46.77 53.22 Current vs. Year Ago Change 5% 9% 12% 14% Ratios Relative To: Company Industry Sector WSJ/DJ P/E on 1999 Cal Yr Mean 24.2 22.04 19.37 19.33 PEG on 1999 Cal Yr Mean 0.97 1.11 1.52 1.52 RECOMMENDATION AND GROWTH RATES RECOMMENDATIONS LONG TERM GROWTH RATES Current Mean 1.9 Next 5 yrs - Median 25% Number of Brokers 12 Number of Brokers 4 Industry Recommendation: 2.0 Industry Growth Rate: 20% 7-days ago Mean 1.9 Next 5 yrs - High 25% 30-days ago Mean 2.0 Next 5 yrs - Low 23% 60-days ago Mean 1.8 Last 5 Years 99% 90-days ago Mean 1.8 Diff. from Industry +0.1 Rel. to Industry 1.3 Diff. from Sector +0.2 Rel. to Sector 2.0 Diff. from WSJ/DJ US +0.3 Rel. to WSJ/DJ US 2.0 Transmitted: 5/5/98 1:38 PM (E_BKS)

To: Mark Myword who wrote (3998)	5/5/1998 8:57:00 PM
From: fernand cloutier	Read Replies (2) \| Respond to of 164684

Forbes article on options I have read the Forbes article. I found it very technical and missing an introduction to their presentation in the financial statements. I have a few questions: 1) If the cost of the options are not accounted as a expense, are they substracted from the shareholder'equity? 2) Can you explain when the cost of the option is inscribed in the financial statements (when the option is granted or when it is exercised) 3) Can you suggest other articles that discuss that very interesting topic. Every investor has to understand this very non-conservative way of accounting. Thanks