SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Leap Wireless International (LWIN)

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Jeff Vayda who wrote (1448)2/21/2002 11:18:06 AM
From: Jon Koplik  Read Replies (1) of 2737
 
CSFB -- we think Leap, Harvey White are lying -- I just want to get this "in print."

Someone posted this over on the Yahoo Leap Wireless message board

messages.yahoo.com

It was post # 16335

messages.yahoo.com

Forward Guidance
by: carleeromagnoli
02/20/02 03:02 pm
Msg: 16335 of 16402

WOW, major difference between CSFB (Cynthia Motz) and company guidance.
This should get interesting.

---snip---

Motz continues to believe the company's subscriber base churn will be a volatile
metric. She notes the pressure on the wireless sector over the past couple of
months, and she doesn't believe Leap Wireless will achieve 2002 guidance of a $75
million EBITDA loss; instead, Motz sees a $235.2 million EBITDA loss. Finally,
she says the company's debt and equity are volatile. Motz widened her $15.47 loss
2002 estimate to a $20.20 loss.

businessweek.com

*********************************************

And, I liked one of the (many) replies to that post.

Here is post # 16336

messages.yahoo.com

Re: Forward Guidance
by: ToyPlayerFUN99 (45/M/Lake Elsinore)
Long-Term Sentiment: Strong Buy
02/20/02 03:10 pm
Msg: 16336 of 16402

Company's guidance is more credible since they risk lawsuits if wrong.

Total panic selling.

Posted as a reply to: Msg 16335 by carleeromagnoli

****************************************************

Jon.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext