Sea Otter: again from Yahoo board <<I agree with your points. I still think something is sure beating on the NOC. Don't know what, don't know how it relates to subscriber numbers, but it's busy. I'd be very surprised if the estimates here for a few thousand subscribers is correct, but then there is still (in my mind) the division between users and subscribers.
How, for instance, would a company that routed something from another source into the NOC for the various stuff they can do, show up ? Not a subscriber, but just as usage revenue from the NOC ? Like Intuit, that isn't Portico, but if they use 1000 minutes, is it 1000 divided up among x number of individual people that show up or just a block of minutes sold to Intuit who then handles the billing to the end user somehow ? Would Intuit include something like 30 free minutes of access via voice each month with a given package, and then just prepay GMGC as they got the coupons in from users registering ? If you get x number of minutes free, usage can't actually calculate anything that translates directly to subscribers, and if you can have usage other than subscribers, you again can't do the straight forward calculations you see here.
IOW, I was barking up the wrong tree trying to figure subscribers from use since it isn't a straight forward minutes per subscriber thing, and I think the same is true of revenues/subscribers at this point. How can you even figure that revenue from Nov/Dec hit the quarter if they're two quarters behind, and in addition giving a month away free ? Oh well, I'll wait on 1Q and see what's up and how it changes.
Lots of possible ways to package stuff other than Portico and I keep thinking about the part of the cc where they mention that the Internet angle is coming in sooner than they figured it would.
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Posted: Mar 14 1999 2:30AM EST as a reply to: Msg 98626 by pmgreen59
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