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Technology Stocks : ARCC
ARCC 20.29-0.4%Nov 13 4:00 PM EST

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To: RobertSheldon who wrote (39)4/11/2000 8:26:00 PM
From: UUplink  Read Replies (1) of 83
 
Hello Robert--What sort of expectation do you have for ARCC revenue growth near-term? I know that they are plowing money into their system build-out and will probably not show a profit for some time. However, it will be important to generate cash flow at least equal to the burn rate. Any readings on when this might happen?

Also, when you speak of a revenue model similar to cable I am a little confused. I assume that businesses contracting for high speed internet service would receive a substantial discount over rates paid by residential cable subscribers. What sort of numbers seem reasonable for revenues per point of presence, and is there a good idea of the number of POPs represented by the buildout thus far?
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