I'm continuing my own research on GMST and am trying to figure out how to measure whether or not GMST has entered the tornado. While revenue is the best measure, GMST does not report revenues by product type (i.e., VCR+, Guide+, advertising, etc.). I get tidbits from different sources - for example, someone emailed me today's TSC column which says GMST sold $400,000 of advertising in Q1 2000. However, when I reviewed the Q1 press releases and 10Q, this information is not reported. I could probably use units shipped, or installed base, or page views as proxies, but these aren't reported either.
Can someone help me figure out how much revenue was derived by product type over the past several quarters so I can track it from quarter to quarter? Does someone else have a better way of measuring whether or not GMST is entering a tornado?
Thanks. |
