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To: Randy Ellingson who wrote (37463)1/28/1999 5:08:00 PM
From: Glenn D. Rudolph  Respond to of 164684
 
That said, what do you see for Q1 revenues? I'll take a wild guess and say $287M.

Randy,

I really have no idea. Let me see if I can tell how many dollars were in gift certificates when the 10K comes out.

Glenn



To: Randy Ellingson who wrote (37463)1/29/1999 9:00:00 PM
From: llamaphlegm  Read Replies (1) | Respond to of 164684
 
did not listen again but I believe the comment was more of a guess rather
than a matter of fact. It was Covey that said she believed they "could" show a
seqential increase in revenue from Q4 98 to Q1 99. The analysts than made it
sound like a fact.

I didn't listen again either, but my take was that the statement was not hedged at all
-- i.e., that they do expect 99Q1/98Q4 revenues >

Uh, am i the only one who thinks that they could do this pretty easily by just "buying" more revenues with their stock and newly bloated cash coffers ... hmmmm dlj, csfb and msdw lead the issue -- what a coincidence