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To: pompsander who wrote (5202)8/13/2001 2:54:13 PM
From: gingersreisse  Read Replies (1) | Respond to of 6516
 
The operative numbers I'll be watching are gross revenues ($322-329mn), EBITDA ($103-100mn), subscribers (14mn, half of AOL's #). These were drawn from the WitSoundView report posted here a few days ago.

I'll be interested in relations with Comcast (digital is way up) and any comments on AT&T Broadband or motorola, since this will be the first time MOT is a "friend." I'll also be interested to hear if Henry discusses Latin America and growth there.

GSR



To: pompsander who wrote (5202)8/13/2001 3:50:38 PM
From: NY Stew  Read Replies (2) | Respond to of 6516
 
My Annual Report came postage due :) He can pinch all the pennies he wants as long as it yields dollars.

FWIW, SG Cowen was out at noon calling for ~15MM subs, $328MM in revs and $103MM EBITDA.

EDIT: Got a PM about my terrible jokes so I couldn't resist.


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