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To: Craig Rogers who wrote (189)	3/31/1999 4:20:00 PM
From: W. Ruane	Respond to of 244

10x Year 2000 Revenue = $30 share price The momentum is quite strong, and based on the quality of today's meeting, apparently warranted. The math is also attractive: say 10 or 12 times 2000 revenue of $300 million = $360 million market cap / 12 million shares = $30/share. There is the GE dilution near term, but I think with acquisitions my revenue estimate is quite conservative and there could be more much more upside. Barbera wants to be #1 or #2 in his space (note the GE lingo)and that means as much revenue as Axciom or Harte Hanks (the competitors he cited). That means targeting about $700 million in revenue, which at 10x revenue would imply a $70 stock price. Certainly worth watching to see if they can make it work, and certainly still looks attractive in the low teens if momentum and fundamentals continue.