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Pixar Animation Studios (PIXR) Message Board

  • at_last_at_last at_last_at_last Oct 5, 2000 3:33 AM Flag

    Reduced revenues, hmmm

    Let's all worry about reduced revenues.
    What
    are we investing in here, a technology stock or an
    entertainment stock?

    No one here can provide facts about
    how much Pixar will earn from DVDs sales.
    (They
    don't ship for another two weeks.)

    No one here
    can provide facts about how much Pixar will earn from
    the Video release.
    (It does not ship for another
    two weeks.)

    No one here can provide facts
    about how much Pixar will earn from the Buzz Lightyear
    television series
    (It just started and Pixar isn't
    talking about the size of their cut.)

    No one here
    can provide facts about how much Pixar will earn from
    related toys, video games, and general
    merchandise
    (The holiday shopping season does not start until next
    month.)

    No one here can provide facts about what software
    products Pixar will release over the next twelve
    months.
    No one here can provide facts about how much money
    Pixar will earn from products shipping on NT and Linux
    platforms
    No one here can provide information about the timing
    of revenues from the above.

    Yes, you can
    assume that revenues will be reduced (because the
    analysts say so).
    Of course, last year the analysts
    released Y2K estimates that were low by nearly thirty
    percent.

    What we do know is that "for the first time in Pixar's
    history they are receiving revenue from weekday
    television, pay-per-view, and NT".
    We also know that two
    of Pixar's biggest moneymakers are releasing this
    month on DVD.
    Hopefully this will add up to
    something big for Pixar.
    The employees deserve a better
    stock price
    Long-term investors deserve a better
    stock price
    And a few million shorts deserve a
    better stock price

    Here's to new highs in the new
    Millennium
    May it happen sooner than you expect !!!