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Technology Stocks : Pixar Animation
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To: Linda Kaplan who wrote (2174)2/4/1999 10:16:00 PM
From: Jim Illo  Read Replies (1) of 3261
 
Highlights from Conference call ( my perspective )

You can hear the replay at phone #706-645-9291 ID# 793859.

ALL OF THESE WERE STATED AS "PROBABLY" (to protect Pixar from lawsuits):

1. Revenues will start coming in earlier due to earlier video release.

2. Film 4 will not come out till summer 2001

3. Film 5 discussed as "in production" for 2002.

4. Toy Story marketing to start with trailer on Tarzan this summer.

5. Film 4 still secret due to "Antz" problem (first time I heard Jobs say this.)

6. NO COMPETITION next Holiday season (although this could change) versus 5 Competitive movies last holiday season. Those other 5 films last holiday season have grossed a total of $350M, so next season could be great.
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