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To: Longterminvest who wrote (4801)	6/2/1998 11:00:00 AM
From: Benny Baga	Read Replies (1) \| Respond to of 8545

>>>Why do you think that 60-70 is a comparable multiple for this kind of business? I don't think 60-70 is maintainable, but CF may possibly reach a quarter or two of 50%+ growth. Also, you may need to calculate the internet factor in (if and how, i don't know). Are not most tech stocks PE ratio's higher than their growth rate? Benny

To: Longterminvest who wrote (4801)	6/2/1998 11:06:00 AM
From: Benny Baga	Read Replies (1) \| Respond to of 8545

>>>The consensus estimates for 2000-2001 are let's say $1, and if you apply 40-45 (equal to LTCAGR of 45% for e-commerce) multiple, the stock should be trading at 40-45 in Y2000. I think you are a year off, the 1999-2000 consensus is 1.00, I don't think there is a consensus for 2000-2001. Here is what I believe the consensus to be: For year ended June 30, 1989 -.05 (consensus) For year ended June 30, 1999 .32 (consensus) For year ended June 30, 2000 1.00 (consensus) For year ended June 30, 2001 2.00 (my estimate) Benny