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To: limtex who wrote (5175)4/14/1998 1:02:00 PM
From: Steven Bowen  Respond to of 12468
 
L, here are some analyst numbers to start with;

Governali;
1997 1998 1999
Revenues 77.4M 277.9M 520.1M
Total Lines Installed 82,170 276,000 550,827

Grubman;

Total Lines Installed 80,000 300,000 1,050,000

Vogel;

Revenues 79.6M 283.3M 751.4M
Total Lines Installed 82,000 278,775 627,067

Side note; Vogel thinks dropping his discount rate yesterday only 2%
was conservative. If he drops it 2% more to 16%, his DCF valuation
model will give him a value of $117. FWIW.



To: limtex who wrote (5175)4/14/1998 1:55:00 PM
From: gauguin  Read Replies (1) | Respond to of 12468
 
Limtex,

No problem with concentrating on lines, revenues, etc. Was just trying to respond to an infrequent poster on the New Media unit, which you may have noticed reported strong growth last quarter.

Question: How will P-MP affect line reporting? Maybe once it is a significant element of the operating model those lines may have higher margin than P-P lines, meaning that a line will not be a line anymore.

Barbara


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