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

To: Stephan Pastis who wrote (2017)	12/18/1998 8:51:00 PM
From: Adam Nash	Read Replies (1) \| Respond to of 3261

I posted a full financial analysis of how to value Pixar's earnings for their movies given their deals with Disney and the numbers presented at the shareholder's meeting in April. Check out the old postings on this board, you'll find them. Basically, here is the low down: $100M Box Office: break even $150M Box Office: $100M profit for Pixar $200M Box Office: $200M profit for Pixar - Adam

To: Stephan Pastis who wrote (2017)	12/18/1998 9:44:00 PM
From: David Jones	Respond to of 3261

Stephan Pastis: Check the September 2nd Conference Call. From my personal notes: >If 'ABL' earns say 100m then 55m has to go back into the kitty. >Critical to earn 75m the first two weeks. "For some reason I didn't write the reason why?" First point 100/55m is a number generated off the cuff buy Jeff Roxton during the CC to a question of pay back for the marketing. See I don't believe the marketing dollars are not set in concrete. They change along with the attendance figures, audience demographics, competition, and so forth as the film makes it's run. So a firm dollar figure IMO wont' be known until the run is over. The second note about making 75m the first two weeks I failed to follow up on because of my poor typing skills and weak hearing.) Regardless, like I said, these are my personal notes and if I wrote them I live with them. You can take'm or leave'm, it's no skin off my nose. Dave By the way in one of my notes here I have Lawrence Levy, Pixar's chief financial officer saying in a news article that 100 to 125m for 'ABL' would be considered a winner by PIXR. fwit=0.00