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To: Roader who wrote (7851)4/13/1999 5:23:00 PM
From: Richie  Read Replies (2) | Respond to of 29970
 
If the numbers posted reflect the "true" feeling, then the numbers do cut it. We are looking for execution (meeting the plan), if you agree with the plan, that's what you should look for in this investment. I think the numbers are ok, not outstanding. There will probably be some kind of dip, but I believe it will be short lived. There are 3 more quarters left in the year, if they grow at 30% for the next 3 quarters...

460K * 1.3 = 598K
598K * 1.3 = 772K
772K * 1.3 = 1003.6K

This would meet the plan that they have esablished, the earnings will follow the plan.

RichieH



To: Roader who wrote (7851)4/13/1999 5:26:00 PM
From: mnispel  Respond to of 29970
 
Note:

@Home
30% sequential revenue growth
103% year/year growth in gross profit

39% sequential subscriber growth
413% year/year subscriber growth

70% sequential page view growth

@Work
31% sequential account growth

Fairly impressive IMO

Mark N.