Brightpoint - CELL Message Board

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Technology Stocks : Brightpoint - CELL

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To: Paul Shread who wrote (1343)	1/26/1999 8:18:00 AM
From: Brian Lempel	Read Replies (1) of 1999

I don't know how many of you guys also read the yahoo boards, but I thought it was worth mentioning on here some IRIDF subscriber figures that were brought up after their earnings yesterday. They hope for 1 million subscribers by year end. 500-600K is break even, and they are comfortable they will at least meet this number. It is hard to tell how many of the 1 million will be paging. But even without Kyocera online, MOT can supply over 500K phones this year... So we are looking at another $1.5-2 billion in revenues this year which I seriously doubt are currently factored into estimates. Yet I think that CELL will have to start guiding analysts starting in the CC on Thursday, since this is the first quarter that handsets will really be widely avaiable. Get ready for the ride! This is what we've been waiting for for over a year! Brian

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