SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : CheckFree Holdings Corp. (CKFR), the next Dell, Intel?

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: TLindt who wrote (5375)5/7/1999 11:29:00 AM
From: Benny Baga  Read Replies (3) of 20297
 
>>>Internet-based sequential quarterly subscriber growth above 20
percent.

The actual Internet based subscriber growth for the quarter was 50%,
mostly due to Chase coming on-line. Looking forward with Portals I
expect the Internet based subscriber growth to average at least 30%,
and pc based growth of 3.5% (remaining flat) and using the numbers
from the conf. call, you can back in and do some projections...
(they also stated that they had 400,000 internet based subscribers)

quarter 2Q99 3Q99 4Q99 1Q2000 2Q2000
pc/quicken 2364 2400 2484 2583 2686
internet 266 399 518.7 674 876

tot.subs 2630 2799 3002 3257 3563
tot. growth 5.00% 6.04% 6.78% 7.83% 8.58%

...And then if you bump up internet growth to 40% (on average,
assuming multiple portal launches)

quarter 2Q99 3Q99 4Q99 1Q2000 2Q2000
pc/quicken 2364 2400 2484 2583.3 2686.6
internet 266 399 558.6 782.04 1094.8


tot.subs 2630 2799 3042.6 3365.4 3781.5
tot. growth 5.00% 6.04% 8.01% 9.59% 11.00%

Benny(please correct my numbers if you see any problems).
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext