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Technology Stocks : Egghead Computer (EGGS) -- Ignore unavailable to you. Want to Upgrade?


To: Big Dog who wrote (6117)1/25/1999 4:47:00 PM
From: bc_mack  Read Replies (1) | Respond to of 8307
 
I'm standing pat on my guesstimate -- $100M/(.26)

I sold out the remainder of my Onsale, today. I wasn't very happy with their revenue growth from the last Q. EGGS is my last horse in the race. Daddy needs a new pair of shoes . . .



To: Big Dog who wrote (6117)1/25/1999 5:44:00 PM
From: Anaxagoras  Read Replies (1) | Respond to of 8307
 
Hi Darrell.

<<Please post the most up-to-date guesstimates around 4p.m. tomorrow, so that, we can compare the "real" results with our guesstimates. >>

I'll try, but I'll also do it again right now so that at least we'll have that. I post too da*n much, so it took a while to find the most recent stuff by looking through my old posts, but I'm pretty sure the most recent list I posted was back here:
Message 7374371

Since that time I've only noted one addition (Junior Balloon's in reply #6057)), and I've revised my own figures down as I said I would after seeing the growth rate in things like UBID and ONSL. My current rev figure is now midway between my first guess of $56M and my later guess of $86M (I'm still hoping for the advertising to have helped the top line). I'm also contracting gross margins to 10%. The spread sheet I made spits out ($0.41). Whatever.

Anaxagoras

Name/Rev/eps
Darell Minott/$53M/($0.43)
David Montgomery/$58M/($0.32)
Highlander/ >$60/"
bullw/$70M/"
Anaxagoras/$71M/($0.41)
Junior Balloon/$73M/($0.43)
SeanS/$80M/$0.06
Avariceman/$90M/($0.29)
bc mack/$100M/($0.26)
Seb Maitra/$100M/"
TWICK/$115M/"