Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : MicroStrategy Inc. (MSTR) -- Ignore unavailable to you. Want to Upgrade?

To: Kid Rock who wrote (554)	4/27/2000 6:00:00 AM
From: blankmind	Read Replies (1) \| Respond to of 717

Here's my notes for the confer call. As you can see, the stock may get rocked for a bit, but there's some reasons why mstr shot up to $333. And here they are: - keeping a position in all these companies that they're sprouting & spinning off - not doing a 2ndry. Instead, may raise debt or do priv placements especially for some of thier dot.coms - $10 mill+ contracts with ameritrade, primark, $35+ mill w/ deutschebank, - but much have services so can't recognize on day one - deutschebank w/ pay for the system network + pay us a royalty. So they're u/w it. It's a cost + contract - only $100k of recurring rev but hope to ramp up - has ton of new business w/ Fort 500 coming on line - one time charges of cancelling 2ndry & restatment of charges; so exp w/ not go up at same rate in future - top 3 subscribers: Ameritrade, WSJ, & Earthlink - not aware of any customer losses over Fin'l Statment issue. Reason: what we offer is differentiated; no real direct competitors for what we offer.