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Technology Stocks : Leap Wireless International (LWIN) -- Ignore unavailable to you. Want to Upgrade?


To: pcstel who wrote (1821)3/29/2002 12:50:00 AM
From: pcstel  Read Replies (1) | Respond to of 2737
 
I wonder if Business Week is going to ask her opinion again, in the future?

businessweek.com

Her Mom and Dad probably bought copies of the Magazine for all their relatives!

I mean.. Do these people really have to go to school, or at least take a training class to be an Analyst! I hope they don't pay her much money! Because, she obviously didn't do much more than napkin calculations with a 4 function calculator to arrive at her "forecast".

PCSTEL



To: pcstel who wrote (1821)3/31/2002 6:08:35 PM
From: arun gera  Respond to of 2737
 
PCSTEL:

I am assuming that these EBITDA numbers include the non-cricket SG&A of about $35 million which has been ascribed to Leap in several places in the 10K. Is that correct?

Arun

>>My numbers from an earlier post for numbers required IF the covenants were not relaxed by 1 Quarter

---Q1---------Q2---------Q3---------Q4--------
(27.95).......(2.5).......+19.2.....+46.20......
4 quarter trailing EBITDA ........+35.0......
Message 17241733

However, the new numbers show that 27 million is the 4 Quarter trailing EBITDA they are looking for.

(27) (0) +9 +45=27

Based on this information. I would suggest that EBITDA loss for Q1 will be around 40 million ~($1.10) down from ~($3.20) in Q4. With about 400 million in the bank.>>