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To: Brian MacDonald who wrote (13074)2/9/2000 10:24:00 AM
From: Marc Newman  Respond to of 14266
 
So even with BofA's numbers, we're currently at a 10 forward PE. No wonder we're seeing buying at these levels. It's like the hidden bad news is finally out. Will be interesting to hear Farrell in the cc comparing front half to back half of 2000.

To me, this is still more about the wrestling transition than anything else. We just don't have the skus built up yet. Smackdown will go a long way towards balancing things out, but things won't be fully clicking until we have two PSX and N64 offerings and that's Q4.

Marc