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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (11920)	12/3/1999 8:21:00 PM
From: Eric Jacobson	Read Replies (1) \| Respond to of 54805

Mike, I agree they aren't investor friendly. I'm just trying to put 2 and 2 together and am having a hard time. Their press releases are very short, and they don't report basic facts like number of units shipped by their customers, number of new licencees, or, as I mentioned, revenue by product type. I think this is their way of keeping the terms of their licencing deals under wraps, which makes it frustrating for shareholders. BTW, I made a mistake with my prior reference to the ad revenue. The article says they earned $400k in ad revenue in the 2Q 2000 (which ended Sept. 30). I don't know what it was for the 1Q. If you can believe TSC's reporter, then the revenue for the latest quarter was much higher than the revenue for the entire prior year. As you mentioned, this is mostly important because it's happening sooner than anticipated. A straight line run rate of $1.6 million for an entire year is impressive, but it doesn't do justice to what is likely to happen when they get an established customer base using Guide+.