>>>Well I got three myself.
Me too. I liked this years annual report compared to last year. Last years was on a CD, some things I prefer to read on paper. I also think Allen Shulman(and co.) did a good job laying out the numbers, very easy to read.
Earnings are on Tuesday after the close. I believe the true consensus is -.05 cents a share (although Yahoo has -.04). I think Yahoo is incorrect because it includes some out-dated forecasts, plus the company stated it expected -.06 to -.04. Personally I'll be happy with -.05
In any case, like last quarter, it's not really important if they hit the number, the question of future subscriber growth will be more important. I do agree with Greg that Y2K issues could have a greater impact on subscriber growth than first expected, but I also think the company did a good job in being conservative in their revised forecast. I wouldn't be surprised to hear of a few further delays by a few banks, but the fact that First Union (who is Y2K compliant) is up and running is a good sign that some of the banks are moving forward.
I'm more conservative in my outlook, but I feel strongly that it's not a question of "if" this is going to take off, but a question of "when".
Have a good weekend,
Benny |
