Roger... I think $22 million is way to optimistic.
What do we know?
Month Switch #1 Quarter Switch #2 Quarter
Jul94 155,000 est 0
Aug94 155,000 est 0
Sep94 155,000 est 465,000 0 0
Oct94 206,000 est 0
Nov94 206,000 est 0
Dec94 207,000 est 619,000 0 0
Jan95 532,000 est 0
Feb95 532,000 est 0
Mar95 533,000 est 1,598,000 0 0
Apr95 494,000 est 0
May95 494,000 est 0
Jun95 494,000 est 1,482,000 0 0
Jul95 843,000 0
Aug95 1,258,000 0
Sep95 1,803,000 3,947,147 0 0
Oct95 2,200,000 est 0
Nov95 3,000,000 est 0
Dec95 4,600,000 est 9,792,192 0 0
Jan96 5,000,000+ 0
Feb95 ? 0
Mar95 ? 12,000,000+ ? ?
We see that it took quite a while for Switch #1 to reach
1 million a month. We know Switch #2 came online on
March 1, so there is no way in the world they are going to
get 5 million in the very first month.
We do know that overcapacity at switch #1 that was being
transferred to competitor switches will now go to switch #2.
This means we will have one month in this quarter with better
margins. The next quarter should be great... switch number #2
operational for the whole quarter and no more $575,000 legal
payments. If anyone can replace some of the estimates with
actual numbers please post.
John |
