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To: Rob S. who wrote (11368)7/22/1998 7:59:00 PM
From: umbro  Read Replies (1) | Respond to of 164684
 
Thanks Rob, for the excellent summary of the conf. call.
Question: how would you guage the mood of the analysts
and participants? Also you mentioned Goldman Sachs
asked a few questions? Any questions for Benjamin
at BARS? Mary Meeker of Morgan Stanley? Anyone
from the Motley Fool? How Thestreet.com?

Were there any questions regarding a breakdown of sales,
related to the newly acquired biz? Or projections on
CD's vs. books?

Any questions on the amortization of good will? Or
on how they accounted for the (future) payment of
the junk bond debt? The way I read the quarterly
results, the 7M in "interest expense" was an expensing
of the approx. 12.5 mil per quarter due on the note
(an accounting item, not a cash payment), but only
for the two months of May and June? Or is the
interest payment due to the 8% float fee they owe
to their suppliers?

When will the 10Q be available online? Does it have
to be audited first, or has that already been done?



To: Rob S. who wrote (11368)7/22/1998 10:07:00 PM
From: UFGator93  Respond to of 164684
 
Rob,

Thanks for the information on the conference call. Those of us that didn't listen in really appreciate it!

Damon



To: Rob S. who wrote (11368)7/22/1998 11:09:00 PM
From: Jan Crawley  Read Replies (2) | Respond to of 164684
 
Rob,

Excellent report/recap of the CC. Thank you so very much.

Now if you would let me know what actions(puts) you are thinking about for the next few days??