herd,
Well, not really not sure. The way I look at it the UK traffic was PR'd on January 20th. Now I look at the quote,
"IP based traffic is growing every month. Traffic to the United Kingdom is expected to surpass revenue traffic going to Latin America by the end of March."
Maybe it is just me but I take it in context with a quarter.
Using your 4.8MM as a base for traffic you still would need to add China, Magic Money, magicphones. I think your underestimating those additions when you say 5+MM, jmo.
Either way we are not far off from each other with a base figure..4.8MM-5.6MM..good starting point. The 4th qtr will indicate to me the Magic Money part, maybe we can re-evaluate once we see that filed.
Run rate: You are exactly right saying a 15MM 4th qtr '04 gives us a run rate of 60 MM which Huff has layed out. When asked by Mailman in an e-mail to Huff I took the run rate with a different twist. The reason I bring this up is the fact that by the END of first qtr '05, we jump to 250MM run rate, that would take a 60MM first quarter. Way to big of a leap without building more than 60MM this year. Here is the copy/paste of e-mail, let me know what you think. Thanks Herd, good discussion. Will check back in the morning...rock
Msg. 142521 of 189500
(This msg. is a reply to 142493 by Rocky.)
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Rocky,strikeitrich,BDay43,wizebize1 this will explain the run rate:
From: timothy@XXXXXXXXXX (Timothy Huff)
Date: Wed, Dec 10, 2003, 6:59pm To: XXXXXXXXXXXXXXXXXXXX
Subject: RE: please explain this re:run rate
That means that the company will be at a month revenue rate of $5 million a month. The revenue will ramp dependant of many factors during the year of 2004. Depending on certain factors the run rate could be as high as $10 monthly which would place us at $120million a year.
Tim
-----Original Message-----
From: XXXXXXXXXXXXXXXXXXXX
Sent: Wednesday, December 10, 2003 6:17 PM
To: timothy@XXXXXXXXXXXX
Subject: please explain this re:run rate
Tim can you please explain this from your letter: a run rate of $60 million by fall 2004
Thanks
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