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Technology Stocks : Pixar Animation -- Ignore unavailable to you. Want to Upgrade?

To: Adam Nash who wrote (1877)	12/3/1998 2:28:00 PM
From: Linda Kaplan	Read Replies (1) \| Respond to of 3261

Adam: Have I ever flamed you? I just have less time than you. LOL! Linda

To: Adam Nash who wrote (1877)	12/3/1998 3:09:00 PM
From: Linda Kaplan	Read Replies (1) \| Respond to of 3261

Adam: One thing to keep in mind... while Pixar is up a lot, it's also down a lot. It was 66 this year and now it's 44. I'm not so good at percentages and math, but conceptually, the stock hit 66 long before BUGS was released. Now Pixar has another sure success. It was pure guesswork before and now it's definite that there's another success. That adds to their perfect track record so bodes well for the future endeavors as well. Why should the stock be down from 66 to 44 on such excellent confirmation of success? Linda

To: Adam Nash who wrote (1877)	12/3/1998 3:23:00 PM
From: Jim Illo	Read Replies (1) \| Respond to of 3261

> since absolutely no real new information came out in the past year, > except that TSII would be a theater release. Actually, there were two VERY SIGNIFICANT announcements from Pixar in the last year. In addition to announcing that TS2 was to be a theatrical release, Pixar announced a new deal with Disney in which it gets 50% of profits, as opposed to the 10-15% from the previous contract. This caused the stock to rise from the low 20's to the mid 30's from January to February of this year. (Actually, I would think that an announcement that Pixar would be receiving 4 to 5 times more in profits would cause a 400% to 500% rise in the stock price, not "just" a 75% rise.) As for the $66 high this year, I think a lot of that was created artificially by a short squeeze in July. Unfortunately we're not getting that squeeze this month. : (