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Non-Tech : Iwerks has turned around

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To: Gary105 who wrote (2)7/24/1996 7:32:00 PM
From: Rainman   of 52
 
I'm a little more optimistic on the numbers...

But I've been wrong many times before. I just found a couple
estimates at .06 for Q4 and .20 for FY96. I believe these
numbers are low. I'm looking for .12 to .20 this quarter.
The summer quarters are stronger for the touring simulator
revenue. It seems they have also won some contracts and
opened new attractions this quarter. I thought IMAX's numbers
were encouraging for the industry too. But what do I know?
I guess we'll see.
I'm not sure on the date that they'll report. If they follow
the pattern of the last few quarters, they will be submitting
within the next week.

I agree with you on the partnering angle. I'm not sure how
this will affect the numbers in future quarters. It seems like
the new management team has been making the right decisions over
the last year, so I'll buy in for now.
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