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Re: [sharechat] MUL: Revenue assumptions

From:	"Cristine Kerr" <criskerr@optusnet.com.au>
Date:	Thu, 1 Apr 2004 10:54:38 +1000

Good morning Karyn,

There is more to this company than bandwidth. Please revisit the financials.

----- Original Message -----

From: Karyn W

To: sharechat@sharechat.co.nz

Sent: Thursday, April 01, 2004 10:44 AM

Subject: [sharechat] MUL: Revenue assumptions

I would also make a warning as to how they calculate the revenue figures.
Projecting revenues out several years is almost impossible in the
telecommunications industry, as prices fall so fast that experts are
applying a type of Moore's Law to bandwidth.
As an example - 10 years ago the retail price of 1 MB of data was $10, today
it sells for 15c or less.

Just look at what has happened to the price of broadband Internet in the
last few years - the more is used, the cheaper it becomes.

Karyn

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[sharechat] MUL: Revenue assumptions Karyn W

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