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Monday, July 24, 2006 6:11:30 PM
as causeim... already indicated me and Iwantmoney did some extrapolations based on historic performance with regards to sub growth and operational cost development.
Here are the respective post links:
http://www.investorshub.com/boards/read_msg.asp?message_id=12154879
http://www.investorshub.com/boards/read_msg.asp?message_id=12155994
I doubt that most of the factors you indicated will have much of a predictive quality as the GnF portion in CC revenue is minute, console game spending too global an indicator, site traffic too erratic, # of DCs is for future and should be ahead of actual sub growth and # of CC stores that had rolled out already is/was still small in Q2 and JF himself stated that CC will not play a more major role in sub growth until Q4. And even then it will never be a main contributor but only supplemental to other means to gain subs.
Just my thoughts, though, as always
![wink](/images/emoticon03.gif)
Cheers
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