Is it really 39%? Gee paulie, that's better than I was hoping for, and a significant sequential increase. But I haven't seen the numbers yet. I thought you would stake your reputation on the combined numbers being less than 35% (29% for TLC and 5% for brod). (But those aren't very big stakes.)
BTW, those analyst forecasts were based on results for the full quarter. I wonder how TLC's sell through market share will do in September, October and beyond?
In addition, and I'm sure you've forgotten (not much room in the ole noggin I suppose), TLC only does roughly 40% of revenues through US domestic retail. And PCDATA only collects from roughly 75% of US retail distribution. You seem to be forgetting international, OEM and school distribution. Again I haven't seen the figures yet, but $25 million in domestic retail sell through in August is better than expectations. Bottom line, it appears to be a damn solid result in front of the biggest product launch in the Company's history.
BTW, for your mindless nonsense on sharecount. As a for instance, Goldman Sachs is using 98.6 million shares for the september quarter which is probably a rough weighted average based on the acquisition timing.
For the full year 1999 estimates, Goldman is using 109.9 million shares.
Well paulie, this is your last chance to spin negatives, how will you manipulate the truth today?
Since you are so confident about a disappointing result and you will be so wrong, I'm wondering how long you will go away for this time?
I'll make a deal with you, I will post that I'm shamefully wrong on the thread and drop off if they pre-release a disappointment, if you agree to post that you are shamefully wrong if revenues are above $200 million and eps are in-line with analyst estimates.
TD
To the thread: We'll see how much conviction paulie has now, won't we? |
