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To: Bill Harmond who wrote (102890)5/7/2000 1:04:00 PM
From: Glenn D. Rudolph  Read Replies (2) | Respond to of 164684
 
What's your projected burn rate by quarter for the next five quarters?

Burn rates in millions:

Q2 2000 $145
Q3 2000 $135
Q4 2000 $275
Q1 2001 $130
Q2 2001 $135

The above are approximate and based on current product offerings.



To: Bill Harmond who wrote (102890)5/7/2000 2:02:00 PM
From: megazoo  Read Replies (1) | Respond to of 164684
 
William, re: Vicinity

I am still having a difficult time understanding VCNT's recurring revenue. Are they a supplier of database info of mundane stuff such as weather, stocks, maps etc to the wireless providers. If so, InfoSpace has already captured that market. It's fair to say INSP is a mini-gorilla in that space.
Vicinity does have some non-wireless business, but the bulk of market cap appreciation is going to come from its wireless strategy.
Thx.


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