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Technology Stocks : Pixar Animation

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To: Linda Kaplan who wrote (2427)	5/17/1999 11:15:00 PM
From: Eric Hathaway	Read Replies (1) of 3261

Linda, The drop may have been in response to the quarterly report. It contains some pretty unenthusiastic stuff (as i'm sure is required by the SEC and general fiduciary prudence). There is some info there that contradicts directly some of the info from posters here and on yahoo: TS II is not one of the 5 disney JV films, but other than that, all aspects of the JV apply. Costs for TS II will be higher than TS. ABL revs may not kick in until Q3. Much was (and should) be made of the distribution costs that disney pays. These are high, and seemingly continuous. Monsters will not be released until at earliest 2001. I'm still long, but have been trading a portion to reduce my cost basis in this one. There is a gap below 40 that still may be filled, and PIXR has a habit of exceeding logical TA points on both the downside and upside, so I'm watching closely to see if there will be a blue-light special under 40. Good luck to you, and all. Eric

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