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To: Tom Hua who wrote (971)4/14/1998 11:35:00 PM
From: TLindt  Read Replies (1) | Respond to of 3990
 
Mark, thanks for the update. Can you clarify what the 1.5 M is in reference to?

As John already pointed out a few days ago, fees for overseas deals were are large part of 1997 revenues.....transactional revenues we small in comparison.....I believe 13% of last years gross..

What we have been trying to measure here today is the transactional revenues being generated.......because that number has been doubling, and needs to continue doing so on a Quarterly Basis for this ship to get off the ground.

the old story about.......would you like a Million Dollars...or I'll give you a penny today...and double it every day for a month...which one do you want? Simple point I'm trying to make is transactional revenues will be huge by years end if they keep up this doubling program.



To: Tom Hua who wrote (971)4/15/1998 12:34:00 AM
From: raefon  Respond to of 3990
 
As I have suggested previously on this thread, managements guidance has suggested that q-1 revenues will be SEQUENTIALLY LOWER than q-4. Management has also suggested that the revenue patterns will be quite similar to 1997.

IMHO it would be a mistake to look for revenues higher than q-4. This company is doing exactly what it has suggested to the investment community it would. I am concerned that this thread has expectations that are not realistic. This business could easily be a multi billion dollar cap, just buy the stock and leave it alone.

Does anyone else have a *SOLID* take on revenues?



To: Tom Hua who wrote (971)4/15/1998 12:37:00 PM
From: Mark Fowler  Respond to of 3990
 
>>Mark, thanks for the update. Can you clarify what the 1.5 M is in reference to?<<

Tom, I'm talking about revenues. H&Q estimates are at 1 mil. for 1st qtr. and 3mil. for 2 qtr. The guy at cych estimates 1.5 mil.,and told me that they're in line with estimates for this qtr. I'm happy with the stocks performance still a steel at these prices. The chart looked like it was ready to break out to the 20's very soon and here we are but sooner than I estimated. I think it's the Yhoo effect.