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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?


To: Jack Hartmann who wrote (90340)3/29/2000 9:52:00 PM
From: Jane4IceCream  Read Replies (1) | Respond to of 108040
 
I think as with most Internet companies the real revenues will show up later. The fact that this company dominates China in this sector and their relationship with the Chinese Gov't is reason enough to take a speculative stake in ASIA. The revenues will come.

I dont have a huge stake.

Jane



To: Jack Hartmann who wrote (90340)3/29/2000 10:13:00 PM
From: changedmyname  Read Replies (1) | Respond to of 108040
 
Unfortunately all my friend has my prospectus on ASIA... but if I recall correctly, I think the Chinese gov't delayed spending bcz of Y2K... and added that amount to the budget this year for spending.

I'm not 100% sure, but I remember the company putting this in a positive light... going to get the revenues this year instead of last year.

I'll take a look when I get it back in a week or so... but it's long-term for me.

Jason



To: Jack Hartmann who wrote (90340)5/21/2000 2:05:00 PM
From: Jack Hartmann  Respond to of 108040
 
Update on ASIA using March quarter numbers
Revenues
Dec98 - 25.0M
Mar99 - 5.2M
Sep99 - 23.5M
Dec99 - 12.0M
Mar00 - 22.9M

EPS
Mar99 - (0.14)
Mar00 - (0.16)

Cash
Mar00 - $145M
Mar99 - $25M

"At the end of this quarter, we have US$75 million in backlog orders of which US$30 million is net of hardware costs."

siliconinvestor.com
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Still watching this one. Let's see the backlog translates into revenues.
Jack