Friday, November 19, 2004 8:52:59 PM
Xanadu, I like your estimates, but do your numbers take attrition fully into account? Attrition could be quite high and “net sub growth” and “total net subs” are the important numbers, right now. If those net numbers are significant the company has no reason not to issue a PR. Even if your estimates are close to accurate, a few people on this board accepting your numbers will have very little affect the PPS. Only a company PR can do that. Without it, long term investors will probably assume there is no good news. The volume in the near future will probably come mainly from longs giving up, day/short traders & MMs.
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